True lifelong financial planning for the serious business of life.

True lifelong financial planning
for the serious business of life.

Category: Business

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Selling your business? Why maximising pension contributions first could be highly efficient

If you’re thinking about selling your business, you’re likely considering the steps you can take to make the process as efficient as possible. While much of the focus is often on structuring the sale itself, there are actions you can take beforehand that may also be valuable. Increasing pension contributions from your business is one […]

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Category: Business

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What the changes to Business Relief could mean for your estate planning

Helping to ensure the smooth and thoughtful transfer of wealth across generations is one of the main aims of financial planning. As such, it’s important to stay informed about any legislative changes that could affect the legacy you are able to leave to your beneficiaries. In the 2024 Autumn Budget, the government announced significant new […]

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Category: Business, Financial Planning

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Life after exit: what should you do with the proceeds of your business sale?

Selling your business marks the beginning of a new chapter. Once the deal is complete and the money lands in your account, the key question becomes: what’s next? As you likely have more time and money than before, the sale may give you the chance to redefine your long-term goals and build a future based […]

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Category: Business, Financial Planning

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5 ways business owners can reduce Inheritance Tax exposure post exit

After years of building your dream business, there may come a time when you’re ready to step away. Whether that means exploring a new venture, spending more time with loved ones, or simply enjoying the financial rewards of your hard work in retirement, this milestone marks the start of an exciting new chapter – but […]

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Category: Business, Financial Planning

Avoid costly mistakes when selling your business. Learn the 6 most common tax traps and how to plan ahead with expert advice from Clarion.

Six tax traps to avoid when selling your business

Why timing, structure and planning are everything Selling your business is a major life event. For many, it represents the culmination of years of work, risk-taking and resilience. Done well, it can be an immensely rewarding moment. Done poorly, it can become a frustrating and costly experience. At Clarion, we help business owners approach exit […]

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Category: Business, Financial Planning, Thought pieces

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