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Case Study 5 – Company Restructuring and Exit Planning

We were approached by an accountant to assist his client that needed assistance in relation to some retirement planning. This included the merger of the trading business to enclose this to be sold and so the taxpayer can claim entrepreneur relief.

The property asset remained to ensure the client to still receive rental income. The transaction was undertaken with advance clearance from HMRC and past transactions clearance from the stamp office. All of which concluded there was no tax to pay on the demerger. The client was very satisfied with the outcome.

If you would like further information and assistance with company restructuring and exit planning contact 01228 276606