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Email us: info@heritageinvestments.co.uk

Business planning

Are you planning to sell your business and looking to reduce your tax bill? Do you need to put a Workplace Pension in place? Does the pension you’ve offered your employees for years comply with the new Workplace Pension rules? What would happen to your business if you lost a major profit earner or shareholder?

We work with business owners to develop and implement strategies that mean they don’t have to worry about the pension scheme or losing a major profit earner.

We also help people looking to sell their business, usually as part of a wider retirement planning exercise and often working with Chartered accountants, to ensure that they pay as little tax as possible when realising their share of the proceeds.

The Financial Conduct Authority does not regulate tax planning or Workplace Pensions.

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