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Pre-Sale Planning

Entrepreneurship
This insight is about
Selling business
Business succession
Business exit

Pre-Sale Planning

Apr 21, 2023

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A clear business exit strategy is vital to a successful sale and should include careful consideration of the personal tax and legal consequences of a sale, the immediate implications of a sale, and the longer term possibilities for the wealth released following a business exit.

For our second session of the series, leading specialists from across HSBC Global Private Banking and the private wealth space share their valuable insights on the importance of robust personal planning and the pitfalls of missing out on it.

This material is issued by HSBC UK Bank plc which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority in the UK. It has been issued for your information purposes only.

Please note that HSBC does not provide tax or legal advice and clients should seek professional advice from their tax advisor. Any reference to tax is based on our knowledge of the current and proposed tax regime and is subject to change.

In the United Kingdom, this document has been approved for distribution by HSBC UK Bank plc whose Private Banking office is located at 8 Cork Street, London, W1S 3LJ.

No part of this publication may be reproduced, stored in a retrieval system, or transmitted, on any form or by any means, electronic, mechanical, photocopying, recording or otherwise, without the prior written permission of HSBC UK Bank plc. Copyright© HSBC Private Banking 2024. 

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