Whether you're acquiring your business partner's stake in the company due to retirement, a change in business goals, or a desire to move on to new ventures, the thought of a buyout of a business partner can be daunting. This can be a challenging task, and it's important to approach it with care and consideration especially when you consider that it will likely require a significant amount of money.
The challenges are real.
Financing considerations – Where will I get the funds from? Can I use company money?
Tax implications – How can I structure a shareholder buyout in the most tax-efficient way for all parties?
Practical aspects – How do I navigate the complexities of the process of a shareholder buyout? How can I protect the company’s credibility in the process?
What is Oldfield's Solution?
We have developed a Holding Company Buyout solution, which enables funds to come from the company rather than personally, and creates the facility to stage the buy-out payments, which greatly assists cashflow. There are significant tax advantages too, including mitigating, or even eliminating, Stamp Duty on the transaction, and protecting the recipient from Inheritance Tax exposure.
Our consultants have created the ultimate guide to a shareholder buyout, equipping you with the essential knowledge and tools necessary to navigate the process.
Find out what one of our clients had to say about their experience with Oldfield...
Why Oldfield?
Our team of tax advisers are knowledgeable and have extensive experience in dealing with clients who face similar challenges. We make it our priority to understand our client's objectives and assist them in achieving their desired outcomes. With our complete approach, expertise, and unique solutions, we can ensure that clients get the best possible outcome for their buyout scenario. We tell it like it is, then advise how it should be.
Book a free initial strategy session today with our senior tax consultant to discuss your specific situation
Our approach integrates legal, accounting, and tax advice to provide our clients with a comprehensive solution.
HMRC clearances
Our priority is 100% integrity with HMRC, which provides complete peace of mind for all our clients. Our team has extensive experience in securing HMRC clearances, ensuring that our clients are compliant with tax regulations and have certainty in their tax position before entering into any transaction.
Hassle-free holistic view
Our holistic approach takes into account not just the tax implications of the buyout but also the legal and commercial aspects, providing ultimate clarity and a hassle-free experience for our clients, ensuring there are no loose ends.
Option to mitigate stamp duty costs
Unlike other buyout routes, our Holding Company Buyout solution has the option to eliminate any stamp duty payable, which can otherwise be a significant additional cost of the transaction. Choosing Oldfield for your buyout needs means that you can benefit from our expertise and experience in delivering tax-efficient solutions tailored to your specific circumstances.
Book a strategy session today.
We'll help you eliminate challenges and map out a plan.
It's easy to book a session with one of our consultants - just provide some brief details, and your preferred date and time, and we'll reply by email to confirm your appointment.
Our experienced team will take the time to understand your unique situation and provide tailored guidance so you can make informed decisions and achieve your desired outcomes.
