Life after sellingyour business

The sale of a successful business brings a range of emotions: relief, accomplishment, pride, freedom, and uncertainty. Our Wealth Management team will help you navigate this new chapter of your life.

After an emotionally demanding business sale concludes, you face many new challenges and opportunities. The hard work is done, but there is plenty you can still do to maintain and enhance the lifestyle you have earned over so many years.

 

The injection of capital from the sale provides both a financial safety net for you and your family and new opportunities to pursue personal and financial goals with more freedom, confidence and flexibility.

There are still plenty of important decisions to be made post-sale, including investment strategies, tax planning, and wealth preservation for generations to come. Our team of financial advisers will help you craft a personalised financial plan that aligns with your goals, tolerance to risk, and lifestyle aspirations.

 

How Shorts can help you with post-sale financial planning

Our team is here to help you make informed decisions on all financial matters relating to life after your business sale, ensuring that the financial windfall from the business sale is strategically used to maintain a healthy, comfortable lifestyle, support future generations, and mitigate any unforeseen risks.

 

The value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed, and you may get back less than you originally invested.

The Financial Conduct Authority does not regulate Tax planning, or Cashflow modelling.

Areas to consider

  • Wealth Management
  • Tax Planning
  • Retirement Planning

Wealth Management

Our experienced team will help you develop a personal investment plan based on your individual goals and time horizon, your attitude to risk and your ethical values. We will also help you diversify your wealth to reduce risk. This could be investing across multiple sectors or asset types.

Tax Planning

Tax Planning

Life after the sale of a business will introduce several new tax challenges, but these challenges present opportunities. From Capital Gains Tax implications of the business sale to estate planning (including Inheritance Tax), our team of qualified tax advisers will work with you to ensure you meet your obligations while minimising your liabilities.

Retirement Planning

Retirement Planning

We will help you structure your finances around sustainable income streams designed to last for the entirety of your retirement and beyond. This includes pension options, annuities, other investment vehicles, preparing for healthcare expenses, and ongoing cash flow analyses to ensure you can maintain the lifestyle you deserve without being concerned about the potential depletion of your funds.

Wealth Management

OUR WEALTH MANAGEMENT SPECIALISTS

A team you can trust

Simon Hollin

Partner
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Robert Sully

Senior Financial Adviser
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Ryan Qualters

Senior Financial Adviser
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Joseph Tighe

Financial Adviser
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If you would like to book a consultation with our team of qualified independent financial advisers, get in touch today using the form below.

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