Business Asset Disposal Relief lowers the capital gains tax rate on qualifying business sales, up to a £1m lifetime limit per person. The rate has risen twice recently: 10% up to 5 April 2025, 14% from 6 April 2025, and 18% from 6 April 2026. To qualify, you generally...
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Selling Your Business: How Business Asset Disposal Relief Really Works
Selling a business you have built over twenty or thirty years is rarely just a financial event. It is the end of a chapter, and for most owners it is also the single largest tax decision of their life. In our work with families across Worthing and the surrounding...
Best Estate Planning Documents for UK Families
A valuable home, a growing property portfolio or a successful business can take decades to build. Yet without the right legal paperwork, decisions about those assets may be left to intestacy rules, the Court of Protection or family members who do not have the...
TLDR: Book Review – Traction by Gino Wickman and What It Means for Succession
Traction by Gino Wickman is the book behind the Entrepreneurial Operating System (EOS), and while it is written as a growth manual, it is also a useful diagnostic for succession risk in owner-run UK businesses. Wickman's six components - Vision, People, Data, Issues,...
Book Review: Traction by Gino Wickman – What EOS Can Teach UK Business Owners About Succession
Most business owners run the business. Few build a business that can run without them. That is the uncomfortable truth sitting underneath Gino Wickman's Traction: Get a Grip on Your Business, one of the most widely read management books of the last decade and the...
TLDR: The Hidden Cost of Never Taking a Holiday From Your Business
Most business owners haven't taken a genuine two-week break in years, and it isn't just a lifestyle problem. Being permanently "needed" often starts as necessity but hardens into identity, and the health cost is real: sustained unbroken work is linked to raised stress...
Who Should Be Executor of a Will in the UK?
The person you appoint as executor will be responsible for turning the instructions in your will into reality. That is why the question of who should be executor of a will deserves more thought than simply naming the eldest child or closest relative. For families with...
The Real Cost of Never Taking a Proper Holiday From Your Business
When did you last switch your phone off for two weeks and nobody noticed? If you can't answer that question with a date in the last twelve months, you're not alone. Most business owners we meet in Worthing and across West Sussex haven't taken a genuine, uninterrupted...
TLDR: What Your Business Is Actually Worth
Most owners have a figure in their head for what their business is worth - and it's usually a guess, not a valuation. Valuation is an evidence-based estimate; price is what a buyer actually agrees on the day, and the two often differ sharply. Private company...
Free Estate Planning Guide
Learning how to protect your assets can feel like an overwhelming topic. Our FREE Estate Planning Guide will help you to understand the process and how to get started.