Succession planning for business owners
26 April 2021
Passing on your wealth effectively and tax-efficiently.
3 min read
Selling your business is a major milestone in the life of an entrepreneur, both personally and financially. It presents you with a vast array of options and a process that is very demanding of your time and energy. Nadine Collins, Associate Financial Planner and Matt Green, Senior Investment Director in our Guildford office discuss the importance of when to seek professional advice ahead of a sale, being tax efficient during the process and taking into consideration the significance of an investment time horizon.
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Whether you are looking to invest for the first time, or have an investment portfolio already, if you don’t know where to begin, or know exactly what you are looking for, we can help. Contact your local Investec experts in Guildford today, to discover how we can help you to fulfil your financial goals, and live life the way you want to.
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