Exit Planning

Corporate Finance
 
Any strategic growth or finding the funding for acquisitions is rarely possible by solely relying on your cash-flow.  It doesn’t matter whether you have a start-up business or are well established, it is essential that you have the necessary finance to achieve your objectives.
 
We can help you with everything you need by helping you decide on the most appropriate sources of finance.  We will look through all the best options suited and help you make those difficult decisions.  As part of our corporate finance service, we help prepare the necessary business plans and forecasts.  Because of our expertise, it means we are best positioned to present your proposals to your chosen financial source.  This also means that we can arrange any disposal, M&A or MBO/MBI.
 
We have an extensive network that is here to help you and introduce you to the correct people to help you get where you want to be.
 
Estate Planning
 
Few of us like to think about dying, but equally few of us could live with the thought that we have not made adequate provision for family and friends who survive us.
 
The legislation that governs passing on your estate to your chosen beneficiaries requires you to plan well in advance. Since none of us knows when we shall die, this means making the necessary provisions now.
 
The earlier you make the arrangements, the greater your chance of taking full advantage of the tax opportunities available and thereby maximising the amount that goes to your beneficiaries. Nothing is more demoralising than the thought that a substantial slice of the wealth you have worked hard to accumulate will end up in the Government's coffers!
 
It is equally important when planning to transfer your estate that you make adequate provision for yourself and your spouse in your later years. Striking this balance calls for considerable skill and foresight - and a detailed knowledge of the tax regime.
 
We provide a discreet estate planning service that includes:
  • help with drawing up and reviewing your will
  • making full use of exemptions and lower tax rates on lifetime transfers
  • optimising lifetime transfers between spouses
  • transferring agricultural or business property
  • transferring assets into trust
  • arranging adequate life assurance to cover potential inheritance tax liabilities.
We strongly advise you to begin your estate planning right away by contacting us for a preliminary review.

Contact Us

The Glen, Knutsford Old Road
Warrington WA4 2LD

01925 602 027

Email: info@davidsonstant.co.uk

Memberships

ICAEW BLK RGB

 

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