Succession planning for business owners
26 April 2021
Passing on your wealth effectively and tax-efficiently.
3 min read
As an entrepreneur and business owner, you may have dedicated years of your life to building up your company and turning it into an effective generator of wealth. As the years go on and you start to consider retirement or leveraging your success to provide for future generations of your family, your financial affairs may have gained unexpected complexity and it may not be clear what the bigger picture looks like. Nadine Collins, Associate Financial Planner and Matt Green, Senior Investment Director in our Guildford office discuss how to financially plan as an entrepreneur, the importance of being proactive and navigating challenges such as potential changes in tax regimes and inflation.
Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.