Selling a business you have worked hard to establish is a momentous step taking up a lot of time, energy and attention to detail to bring the deal to a successful conclusion.

At Geldards, our experts are here to advise and support you every step of the way and that includes looking to the future.

Did you know that if you are selling your interest in a business which qualifies for relief from inheritance tax your inheritance tax exposure is likely to increase dramatically post sale?

Whether you are in the middle of the sale process or celebrating the outcome, making time to review personal and financial planning in light of your changing circumstances is also important and can save you a fortune in the long run.

Reviewing your will, your inheritance tax and your financial planning at this time will help to ensure they will be ‘fit for purpose’ and can secure significant inheritance tax savings.

Our team of experts work closely with you and with your other professional advisers to guide you through the personal planning issues, choices and opportunities you need to consider at this important time.

We will be delighted to arrange a no obligation meeting for you with one of the team to discuss how we can help.


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