Help Realise Your Dreams
At TAG Accountants we recognise that your business is often a means to an end, making wealth planning a vitally important aspect – ultimately it is about helping you generate the wealth you need for a comfortable and enjoyable retirement.
We will help you focus on your personal balance sheet as well as your business balance sheet. We’ll encourage you to produce an annual personal balance sheet to enable you to be clear on what level you want your personal assets to reach and by when.
Wealth Planning, Seeing the Bigger Picture…
Having a complete picture of your personal assets and liabilities as well as your aspirations for the future enables us to ensure you get the best advice on maximising your asset base without creating potential tax liabilities along the way.
Want to discuss how to start formulating your personal balance sheet? Call TAG Accountants today on 01902 783172 to organise a free initial consultation or click here.
Retirement and Exit Planning
Business owners often approach retirement without having a clear picture of what their retirement pot is going to be or what their tax exposure is. This can lead to an underwhelming pension and concerns about the future.
At TAG Accountants, we ensure this doesn’t happen to you by:
- Helping you to produce an annual personal balance sheet to track the growth in your personal wealth
- Reviewing your personal balance sheet to identify potential tax issues (e.g. capital gains or inheritance tax) and providing planning solutions to take those issues away
- Ensuring you get the best advice on pension and investment planning to maximise your pension pot in the most tax effective way via our association with TAG Financial Planning who support member firms of the TAG Community
- Providing regular business valuations so you have a clear picture of what your business may be worth if you want to exit
- Helping you to prepare your business for sale to maximise value and minimise tax bills
Get in touch to start planning effectively for your retirement by calling TAG Accountants today on 01902 783172 to organise a free initial consultation or click here.
Acquisition Support
Acquiring a business can be a stressful and risky process. Our experts at TAG Accountants can support you through this process by providing tax advice and financial due diligence on the target company and valuation advice on the company you want to acquire.
Call TAG Accountants today on 01902 783172 for a free initial consultation to understand where we can help you through the acquisition process.