ENABLING YOU TO LEAVE ON THE RIGHT TERMS

Making a controlled exit from a business should involve a planned and seamless transformation and undeniably 'life after business' will be different. Adequate planning will ensure that an acceptable lifestyle can be maintained and protection of your capital wealth and income built in to the transition. For many individuals and families the protection of their hard earned estate from the attention of the Inland Revenue is also of great importance. These aspects will form part of our long term solution and would automatically be addressed by one of our suitably qualified consultants.

Typically the extended consultancy process might include:

• Review of pension arrangements
• Using tax efficient investment schemes
• Investment portfolio management
• Estate Planning
• Using Trusts to protect assets

Having spent a good deal of time and energy during your working life shepherding your business, it will certainly be necessary to maintain a similar watching brief over the resulting personal assets and the ICFBA AP has access to specialists in the above fields as part of our normal activities.