Could a “Family Investment Company” be part of your family’s portfolio?
For a long time, Family Investment Companies have been the preserve of the very wealthy. But, even for those…
Planning for the next generation of your business is something that needs careful consideration well in advance. Because we have been established since 1918, our team are well placed to help ensure the smooth transition of your business and assets.
At GWA we have a wealth of experience in succession planning for all types of businesses from agricultural through to professional services firms and hospitality.
We know that sooner or later, every business owner leaves their business, and it is never too early to start thinking about the future leaders of your business. We understand that building and managing a business takes a lot of work and there is often little time to take time to focus on the long-term future.
For some, succession planning can present a challenge. We work with clients to anticipate any family concerns and foresee Issues associated with succession as well as evaluating tax considerations for all parties involved.
If you are thinking about succession planning, please get in touch and book a free initial meeting with one of our partners.
Our succession planning services include the following:
- putting retirement agreements in place
- ensuring sufficient funds for retirement
- tax planning
- planning a consultancy role after handover
- involving others in the business
