Are you looking to the future, contemplating selling a business, looking to invest, or future-proofing your assets, but unsure when it comes to capital taxes if you’re on the right path?
At Bishop Fleming, our team of tax experts is here to help you navigate the complexities of capital taxes, allowing you to plan your affairs with a focus on the present and the future. We are committed to providing strategic support at every stage of your journey, ensuring your wealth is built, maintained, and transferred efficiently.
We understand that financial planning can be complex, so our capital tax offering is tailored to guide you through various milestones, including building wealth and establishing businesses, lifestyle funding and retirement, and intergenerational wealth transfers.
Our specialists can assist with:
Setting up businesses and utilising tax reliefs
Remuneration advice and lifestyle funding
Creating holding structures for family assets
Guiding business governance and family succession
Tax-efficient investment for the short and long-term
Transaction support on business sales
Transitioning the family business and wider family wealth to the next generation
We’ll take time to know your affairs in detail, and our solutions will provide you with comfort that you are proceeding down the right path in the short and long term and importantly are not missing opportunities along the way to take steps which could aid you later.
Get in touch
Find how we can support you by speaking to a member of our team today.