Business Planning, Tax Structuring & Succession Services

Our Private Client Tax 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.

Get in touch

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 operate as a sole trader or partnership and are considering incorporation, we can advise on the tax implications and recommend the most suitable approach based on your commercial objectives and 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
We can advise on the tax implications and planning opportunities for succession options such as family transfer, employee or management ownership, sale to a third party, or closure.

Additional Business Planning Services

We also advise on key business planning matters, including trusts as shareholders, buying or selling a business, funding tax implications, and partnership restructures, to support structural changes and align 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

Lucy Crow

Director

I am a Director and Head of Private Client Tax, and Head of the Landed Estates and Rural Business team at Henderson Loggie. I have over 20 years’ experience advising private clients, families and business…
Read More
Edward Marriage

Edward Marriage

Manager

As a tax manager at Henderson Loggie, one of Scotland’s leading independent accountancy firms, I provide tax advisory and compliance services to a diverse portfolio of clients across various sectors and locations. I am a…
Read more
Robyn McMahon

Robyn McMahon

Tax Consultant

As a tax consultant at Henderson Loggie, I have extensive experience with supporting a diverse range of clients, providing tailored compliance and advisory services. I am committed to building strong, lasting client relationships, and I…
Read more

Get in touch