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DFC Accountants

Accountancy and Business Services in Cardiff, Wales

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Exit or Succession Planning

Exit, Succession or Retirement Planning in Cardiff, Wales

Have you thought about what happens when you want to retire from your business?

Will you sell it – or hand it over to a family member? Have you fixed a retirement date?

Will you have sufficient income to support your retirement and provide for your family?

It may seem a long way off at the moment, but the earlier you start planning the better. All these considerations need to be taken into account in preparing a strategy for business exit.

After all, you’ll want to maximise your wealth at retirement or leave the business in safe hands and the timing of the sale could dramatically reduce your tax bill.

At DFC we’ll help you to think about your exit and prepare a long term strategy. Best of all we will help you achieve the maximum value for your business and the likelihood is that it will be more than you think. Contact us for an informal, no-obligation chat or to discuss retirement planning in Cardiff.

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Contact Us

02920 448 120
julie.burrows@dfcaccountancy.co.uk
Address:
2 Alexandra Gate
Ffordd Pengam
Cardiff, Wales, CF24 2SA

News & Blog

  • Monthly Tax E-News – April 2022 1st April 2022
  • Monthly Newswire – April 2022 1st April 2022
  • Monthly Newswire – March 2022 10th March 2022
  • Monthly Tax E-News – March 2022 1st March 2022
  • Monthly Tax E-News – February 2022 1st February 2022

© 2022 DFC Accountants Ltd · Site by The Clever Web Company

Address: 2 Alexandra Gate, Ffordd Pengam, Cardiff, Wales, CF24 2SA
Email: julie.burrows@dfcaccountancy.co.uk