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Succession & Retirement Planning

Our tax advice may include:
  • Advice on tax planning strategy in advance of retirement
  • Strategies and tax advice for passing on the family business
  • Preparation for tax efficient sale of your business, including capital gains tax mitigation and securing Business Asset Disposal Relief (formerly Entrepreneurs' Relief)
  • Tax efficient investments
  • Tax efficient pension and retirement funding
  • Estate planning and tax efficient use of trusts to protect and control your estate
  • Tax planning for emigration
Other Taxation and Wealth Management services include:
For more information about our Taxation and Wealth Management services or to arrange a consultation, please contact a member of our team.
Key Contacts
Succession &

Anne Smith ACA CTA
Tax Partner
(029) 2054 6613
Email Anne

Sue Rhodes
Sue Rhodes
(029) 2054 6609
Email Sue