BUSINESS PLANNING
SUCCESSION AND TAX

SECCESSION PLANNING FOR BUSINESSES INVOLVES COMPLEX LEGAL
AND FINANCIAL ISSUES

WHY DO YOU NEED BUSINESS PLANNING

Through a full understanding of your business’s financial health, a succession plan that is tax efficient can be created.

During your consultation, we will offer information and ideas to help with future governance discussions.

The next steps are to look at the succession of your business and build an iron-clad plan to transition ownership.

Beyond that, we will explore and provide advice on the law and tax implications that apply to your business and advise on the relevant insurances that you may need to consider for your business.

Financial-Services

Why Choose Business Planning at Greenwood Private Clients?

Business planning, especially in the context of succession and tax, is a pivotal element for the longevity and success of your enterprise. At Greenwood Private Clients, we recognise the importance of a well-structured plan that addresses your business’s present and future needs. Understanding your business’s financial health is the first step towards creating a succession plan that is tax efficient and ensures smooth transition and sustainability.

A comprehensive business plan is not just about preparing for the future; it’s about securing the present. It involves making informed decisions that impact your business’s growth, stability, and adaptability in a rapidly evolving market. Whether you are considering succession, looking to optimise your tax strategy, or planning for future governance, a well-crafted business plan is indispensable.

WEALTH MANAGEMENT

INVESTMENT, FINANCIAL STABILITY, PERSONALISED PORTFOLIOS

We specialise in building a bespoke investment portfolio to help individuals achieve their financial goals and build long term financial stability.

GLOBAL TAX PLANNING

INCOME, CAPITAL GAINS, CORPORATE AND ESTATE TAX

Strategic planning on the tax aspects and complexities of cross-border assets.

FAMILY PROTECTION

WILLS, INSURANCE, TAX

Ensuring that you have the correct documents and insurances in place to protect your family in the event of death or illness.

Crafting Your Business’s Future: A Tailored Approach to Planning

Our service is tailored to address your business’s unique challenges and opportunities. We offer insights and strategies to aid in future governance discussions during our consultation. This includes examining the potential succession paths for your business and building a resilient plan for ownership transition.

Beyond succession, we delve into the legal and financial intricacies that impact your business. From advising on the complex interplay of law and tax implications to recommending suitable insurance coverages, we aim to provide a comprehensive service that leaves no stone unturned. We ensure that every aspect of your business planning is aligned with your long-term objectives and the ever-changing business environment.