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Selling your business with succession in mind

Estate planning
This insight is about
Estate planning
Wealth planning
Family business

Selling your business with succession in mind

Nov 4, 2022

When selling your business, it’s important to consider the ramifications from all angles, not only the purpose of your exit, but also the financial implications of Capital Gains Tax and Inheritance Tax.

Download Transcript Download the transcript of the video: Estate planning for business owners: part 1 Open In New Window
Estate planning for business owners: part 1 Watch the video: Estate planning for business owners: part 1
In this episode of Estate Planning for Business Owners, Wealth Planning Directors Karina Challons and Paul Bradshaw outline the key considerations for business owners and their families when planning a sale. It’s not only about focusing on the goals of the sale, but needs careful planning around the financial issues of capital gains tax and inheritance tax. And it’s much more helpful to plan these in before the sale takes place.

Estate planning strategies to protect your future

Download Transcript Download the transcript of the video: Estate planning for business owners: part 2 Open In New Window
Estate planning for business owners: Part 2 Watch the video: Estate planning for business owners: Part 2
In this episode of Estate Planning for Business Owners, Wealth Planning Directors Karina Challons and Paul Bradshaw discuss pre-sale estate planning and whether business owners should consider putting money into trust for future generations.

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.

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