West Financial Management


Exit/Succession Planning

You’ve worked hard to build your business and make it a success, so it’s wise to have an exit or succession plan in place for the future. Organising exit strategies can get complicated and your many options are not always obvious.

That’s why we believe you need the professionals

The team at West Financial Management Ltd has worked with plenty of individuals and companies, helping them to plan and organise the most suitable possible exit from their business and a smooth transition to the next step.

Taking everything into account

When working out an exit or succession plan, we have to consider a number of elements such as individual income tax, capital gains tax, business property relief (BPR), entrepreneurs’ relief and inheritance tax.

These are areas in which we have plenty of knowledge, so you can rest assured that the options we suggest are appropriate to your situation.

It’s all about you

We will talk to you about your business and find out all about your goals and objectives. This helps us to create a plan that suits you. Each situation is unique, but we aim to build a plan that fits you perfectly.

Our services include providing advice on:

  • Partnership protection

  • Director share protection

  • Key man insurance

  • Relevant Life policy

  • Shareholder protection

  • Seed Enterprise Investment Scheme (SEIS)

  • Enterprise Investment scheme (EIS)

  • Venture Capital Trust (VCT)

  • Business Property Relief (BPR)

  • Self-Invested Personal Pension (SIPP) & Small Self-Administered Schemes (SSAS)

Contact us about Exit/Succession Planning