How Early Planning Turned a £6m Business Sale into a Tax-Efficient Retirement
Selling a business is often the largest financial event in an entrepreneur’s life. Without careful planning, much of the gain may be taxed unnecessarily.
Case Study
An entrepreneur preparing to sell their company for £6 million faced a significant Capital Gains Tax (CGT) bill. With early planning, we applied Business Asset Disposal Relief, securing a 10% CGT rate on a substantial portion of the sale.
The Results
Seven-figure tax savings.
More capital available to fund retirement and future ventures.
A smooth, tax-efficient transition from business owner to investor.
Why It Matters
By preparing early, business owners can protect their wealth, minimise tax leakage, and plan for a future built on financial independence.
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