CTS is your one-stop shop for succession planning, having advised and implemented hundreds of asset exchanges in recent years. We serve all sectors including retail, construction, agribusiness, nursing homes, property development, pharmacies, accommodation etc.
We manage all aspects of the succession process including the execution of company secretarial paperwork where required. We also liaise closely with our clients’ accountants and solicitors to ensure compliance with accounting and legal requirements. The focus is on ensuring the availability of reliefs and minimising tax leakage of the asset transfer.
A married couple who were directors of an SME were considering retirement but had underfunded their pensions.
Their two sons were actively involved in the business but there was no plan in place to determine succession of the business.
The Business was transferred to the next generation in a tax efficient manner while also yielding a tax-free lump sum to the parents for their retirement.
We manage the whole process with tax advisors and our in-house team.
CTS has the best solutions for individual assets, in inheritance planning.
We advise sales & purchases, minimizing CGT & stamp duty for our clients.
CTS manage the whole process of your transaction in a tax efficient manner.
We structure and restructure business for maximum tax efficiency in all sectors.