Succession and Retirement Planning


If you run a business, the chances are that you have your hands full with all the day-to-day demands involved.

But taking time to think about what will happen to the business when you want to step down is crucial or all your hard work could be for nothing.

Succession planning is essential to ensuring a smooth transition of ownership. By taking advice from our expert team on your succession and retirement planning – well in advance – you can make provision for your business to continue on a sound footing into the future, while you enjoy a comfortable lifestyle in retirement.

We can help you to look at the financial and tax aspects involved, as well as considering your options for succession, which could range from passing the business on to a member of your family, a management buy-out, sale to an external buyer or winding the business down.

To find about more about how we can help you, contact us on 01656 867167 or at tellmemore@clayshawthomas.com to arrange a free, no obligation first meeting.



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Clay Shaw Thomas is authorised and regulated by the Financial Services Authority.

Clay Shaw Thomas Ltd is not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the Institute of Chartered Accountants in England and Wales. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.

Registered Office: 2 Ffordd Yr Hen Gae, Bocam Park, Bridgend CF35 5LJ
Registered in England and Wales: 5345408

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