Did you know there are ways to:

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

See how

If you're a business owner looking to release capital from your business without losing control, there are various options to explore. One option is a partial exit, where you sell a portion of your shares to key management. However, before proceeding with any sale, it's important to consider the tax implications and seek advice from a financial and tax professional.
 

Exit strategies for business owners

"Every business needs a succession plan"

  • Will I lose control of my business if I sell out to my management team?
  • How can I structure the buyout in the most tax-efficient way for all parties?
  • How do I navigate the complexities of the process of a shareholder buyout?
  • How can I protect the company's credibility in the process?

Discover more

What is Oldfield's Solution?

We have developed a Holding Company Buyout 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, or even eliminating, Stamp Duty on the transaction, and protecting the recipient from Inheritance Tax exposure.



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 clients' objectives and assist them in achieving their desired outcomes. 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

Integrated legal, accounting and tax advice
Integrated legal, accounting and tax advice

Our approach integrates legal, accounting, and tax advice to provide our clients with a comprehensive solution.

HMRC clearances
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
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
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.

Contact us