Our services: Exit planning and corporate finance

Capital gains tax planning

If you are thinking about moving on from your business, even if your exit is still a little further down the line, taking expert advice on your capital gains tax (CGT) position is essential.

Business-owners are eligible for Entrepreneurs’ Relief on CGT on lifetime gains of £5 million, which means that they pay capital gains tax at a favourable rate of ten per cent up to this limit.

With potential tax benefits on such a scale, seeking the advice of our tax specialists on maximising Entrepreneurs’ Relief opportunities is a wise move.

Areas we can advise on include:

• fulfilling the definition of a trading company or trading group to qualify for Entrepreneurs’ Relief
• structuring shareholdings for Entrepreneurs’ Relief qualification and the rights attached to shares
• the five per cent shareholding requirement to qualify for Entrepreneurs’ Relief
• shareholders’ agreements
• transfers of shares between spouses or civil partners to optimise Entrepreneurs’ Relief
• use of family trusts to utilise lifetime allowances of adult children and in inheritance tax planning
• reviewing existing trust arrangements to optimise tax benefits.

To find out more please telephone us on 0161 428 0930 or email at advice@harropmarshall.co.uk.

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