Family business legacy planning: use BPR, trusts, and smart tax strategies to protect wealth for the next generation.
Your family business is more than numbers—it’s your legacy. Protecting it for future generations requires smart tax planning.
Why Legacy Planning Matters
- Secure your business against HMRC’s Inheritance Tax (IHT).
- Avoid disputes between family members.
- Provide clarity and security for the next generation.
Tax Strategies to Protect Legacy
1. Business Property Relief (BPR).
2. Family Charters: Define roles, responsibilities, and succession to prevent disputes.
3. Protect assets and give flexibility in passing wealth.
4. Transfer assets early.
The RMC Difference
We don’t just manage compliance—we help you create governance structures, protect wealth, and plan for succession.
Secure your family business legacy with RMC Accountants. Book an appointment.