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If you're a business owner seeking to release capital without losing control, there are various options to explore. A partial exit, involving selling shares to key management, is one possibility. However, it's vital to assess tax implications and consult a financial expert.

Did you know there are ways to:

  • Reduce your shareholding in your company without losing control?
  • Release funds from your company tax efficiently?
  • Partially exit from your business and realise some of your capital tax efficiently?

See how

The challenges are real. 


TAX IMPLICATIONS

How can I structure the buyout in the most tax-efficient way?


PRACTICAL ASPECTS

How do I navigate the complexities of a shareholder buyout?


PERSONAL CONSIDERATIONS

Will I lose control of my business if I sell out to my management team?


FINANCIAL CONSIDERATIONS

How can I protect the companies credibility in the process?

What is Oldfield's Solution?

We have developed a solution, which enables a full or partial exit of a shareholder, achieving multiple outcomes such as releasing capital out of the company. 

There are significant tax advantages too, including mitigating Stamp Duty, and protection from Inheritance Tax exposure. 

Watch the recording of our recent webinar where Gerry Surtees and Carl Taylor discuss this topic. Gain insights on essential factors for transitioning out of your current venture and exploring new opportunities, including exit strategy options and post-exit planning considerations.

Find out more here

Find out what one of our client's had to say about their experience with Oldfield...

Why Oldfield?

Our team of experienced tax advisers is dedicated to understanding our clients' goals and helping them achieve their desired outcomes. We integrate legal, accounting and tax advice to provide comprehensive solutions that ensure clarity and a seamless experience throughout the process.

Book a free discovery call today to discuss your specific situation