Joanne Regan’s Post

This is a key topic for business owners with exit planning on the horizon. We all know taxes need to move in order to fund some of the changes which the The Labour Party expect to deliver, and this is one area which could see movement. My personal advice is that business owners, and especially those with a medium term exit plan (ie 2-3 years), should run their figures now and consider what the optimal time is most likely to be with this potentially (can I say probably?) looming. Holding off even a small number of months could have a material impact on net proceeds should tax rates move and / or concessions fall away - and it would be heartbreaking to miss out. The Azets teams are available to help and act as a sounding board and I welcome conversations with anyone in this scenario . Our Tax teams led by Praveen Gupta ACA CTA are on top of this and happy to share their insights. #CGT #mergersandacquisitions #corporatefinance #privateequity

Doing what is professionally and personally right is the key factor for business owners, but it is essential to understand the environment and implications in which those decisions are being made. Talk to the experts at Azets where we can advise across the full range of your requirements

This is going to be a key area of discussion for business owners in the coming months. Proper planning and advice is key to enable informed decisions to be made.

Smart business owners regularly refresh their exit plans, particularly when the environment changes. I’ve had a notable increase in the number of discussions with shareholders over the last few months. The Azets deal teams across the UK can help you plan the “when” and “how”, working closely with our tax experts. We’re here to help you. #azets #deals #tax #exitplanning

Whatever happens in the #budget in October, it is good for business owners to plan their future strategy, personally and professionally, and keep this under review to ensure changes are understood and reacted to as appropriate. The Azets #corporatefinance and #taxation teams work closely together to provide coordinated and tailored advice. Please get in touch to discuss your plans and how we can help. Gary Hyem Claire Marshall FCA MBA Natasha Hill Adam Dix Oliver John Iain Sanderson BFP FCA Julia Ross

As the UK navigates the post-election season, many individuals and businesses are questioning how potential changes in Government might impact their financial planning.   Rumours of a possible Capital Gains Tax hike have prompted many asset holders to consider selling their assets sooner rather than later, but this approach requires careful management and consideration.   In this article, Morag Watson, Private Client Partner, delves into the rumoured changes, their potential effects, and strategic considerations for asset holders: https://lnkd.in/g6-JDtTH

You may think that you’ll only need financial advice if you’re fortunate enough to come into a lot of money, or if you’re a higher rate taxpayer. Especially since the government has already flagged a ‘painful Autumn Budget’ ahead to bridge the £22bn ‘black hole’ it inherited. Staying on track with your long-term financial goals is even more challenging if prices rise too, and you need to dig deeper to pay the bills. Financial advice helps you control your spending in a short-term squeeze, and make sure you’re set for a more comfortable financial future in the longer term. Read more: https://lnkd.in/eAwkCnvU #TaxPayer #FinancialGoals

You may think that you’ll only need financial advice if you’re fortunate enough to come into a lot of money, or if you’re a higher rate taxpayer. Especially since the government has already flagged a ‘painful Autumn Budget’ ahead to bridge the £22bn ‘black hole’ it inherited. Staying on track with your long-term financial goals is even more challenging if prices rise too, and you need to dig deeper to pay the bills. Financial advice helps you control your spending in a short-term squeeze, and make sure you’re set for a more comfortable financial future in the longer term. Read more: https://lnkd.in/djk2SSPT #TaxPayer #FinancialGoals

You may think that you’ll only need financial advice if you’re fortunate enough to come into a lot of money, or if you’re a higher rate taxpayer. Especially since the government has already flagged a ‘painful Autumn Budget’ ahead to bridge the £22bn ‘black hole’ it inherited. Staying on track with your long-term financial goals is even more challenging if prices rise too, and you need to dig deeper to pay the bills. Financial advice helps you control your spending in a short-term squeeze, and make sure you’re set for a more comfortable financial future in the longer term. Read more: https://lnkd.in/esXyTf-D #TaxPayer #FinancialGoals

You may think that you’ll only need financial advice if you’re fortunate enough to come into a lot of money, or if you’re a higher rate taxpayer. Especially since the government has already flagged a ‘painful Autumn Budget’ ahead to bridge the £22bn ‘black hole’ it inherited. Staying on track with your long-term financial goals is even more challenging if prices rise too, and you need to dig deeper to pay the bills. Financial advice helps you control your spending in a short-term squeeze, and make sure you’re set for a more comfortable financial future in the longer term. Read more: https://lnkd.in/e2CXz_ag #TaxPayer #FinancialGoals