Expert Business Planning, Tax Structuring and Succession Advice
Our Business Planning and Succession team advises business owners on structuring, managing, and transitioning their businesses in a tax-efficient and commercially effective way.
We support family-run, owner-managed, and growing businesses with tailored guidance across all stages, from start-up and incorporation to tax, remuneration, and succession planning.
Why choose our Business Planning and Succession Team?
Through our expert business planning services, Henderson Loggie helps business owners:
- Structure their businesses efficiently
- Minimise unnecessary tax liabilities
- Plan for future growth and ownership changes
- Prepare for succession or eventual exit
Family-run and owner-managed businesses play a vital role in the UK economy. As every business has different objectives, ownership structures and succession plans, we provide tailored advice based on your specific circumstances.
We have a team of qualified tax specialists with extensive experience across all tax areas, and our comprehensive private client service allows you to manage all your financial needs under one roof.
Our Business Planning and Succession Services
Business Structure Advice
We can provide advice on structuring your business in a way that supports your needs and operates in a tax-efficient manner.
Family Investment Companies
We can advise on the creation, structure and ongoing management of Family Investment Companies, ensuring the structure aligns with your family’s long-term objectives.
Incorporation
If you currently operate as a sole trader or partnership and are considering incorporating your business as a limited company, we can advise on the tax implications and guide you through the most suitable approach. Our advice takes into account both your commercial objectives and the potential tax consequences.
Remuneration Planning
Business owners have several ways to extract funds from their company. Due to changes in dividend tax rates, National Insurance thresholds and corporation tax rules, it is important to ensure that your remuneration strategy remains tax efficient.
Business Succession Planning
Planning for your business’s future is key to long-term success. Succession options include passing it to family, transferring ownership to employees or management, selling to a third party, or closing the business.
We can advise on the tax implications and planning opportunities for each option.
Additional Business Planning Services
We also provide advice on a range of business planning matters, including:
- Setting up trusts as company shareholders
- Buying or selling a business
- Tax implications of funding options (debt and equity)
- Partnership restructures and reorganisations
These services support structural changes and help keep your business aligned with long-term goals.
Business Planning and Succession FAQs
Why do I need to do remuneration planning?
What does the process of business planning involve?
How can I bring my children into my business?
Do I need to think about my Inheritance Tax position?
Meet Our Business Planning and Succession Team
Lucy Crow
Director
Edward Marriage
Manager
Robyn McMahon
Tax Consultant
