Financial advice Bath and Bristol- Alan Seward
Specialist advice on selling your business

Alan Seward Financial Advisors - personal planning - enriching lives


Retiring and selling your business

Advice on succession planning

You have run a good race and it’s now time to enjoy the fruits of your labour.  But leaving a business is far more complicated than leaving a job.  For example;

  • Do you sell up or bring your children into the business?
  • How do you value your business?
  • How can you avoid inheritance tax and capital gains tax?
  • How can you best get a tax efficient retirement income from the business?
  • How can you buy partners or shareholders out on their death or retirement?

We have years of experience in helping small to medium sized business owners move into a comfortable retirement. To speak to one of our independent financial advisors please contact us or call 01225 44 88 32.     

 

Winner - Inheritance Tax Planner at the Professional Adviser Awards 2011 Runner-up - Cautious Investment Planner at the Professional Adviser Awards 2011

 

 
People, not products
ALAN SEWARD FINANCIAL SOLUTIONS
1a Queen Square, Bath BA1 2HA
Tel: 01225 448832
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Alan Seward Financial Solutions Ltd is an appointed representative of Intrinsic Wealth Management.
Intrinsic Wealth Management is a trading style of Intrinsic Financial Planning Limited which is authorised
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