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Business Tax & Preservation

For business owners, the business is often the most valuable part of the estate. Planning ahead protects its value and the people who rely on it.

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Planning for the business

Without a clear plan, the death or incapacity of an owner can leave a business without direction, cause disputes between family members and co-owners, and lead to an unexpected tax bill.

Recent changes to Business Property Relief and Agricultural Property Relief mean many family businesses and farms should review their arrangements now.

How we help

  • Reviewing reliefs available on your business assets
  • Business lasting powers of attorney so the business can keep running
  • Succession planning and handing over to family
  • Wills and trusts that keep business assets protected
  • Working alongside your accountant on the wider picture