Business Taxation and Succession Planning

Partner services to support business owners throughout the lifecycle of their company.

Our partners work alongside financial advisers to provide advice and support to owners who are retiring or selling a business to ensure that all relevant reliefs and allowances have been applied for, that the options to mitigate both immediate and future tax liabilities have been fully considered and to plan and implement tax efficient exits, and create lasting succession plans for business owners and their families.

Stellar Partner Services brings together a selection of carefully chosen professional advisers with a depth of knowledge in Business Services, which in turn enables financial advisers to offer their clients a wide range of complementary services to support their estate planning recommendations. This extensive range of services enables advisers to unlock business opportunities and advise more widely.

Explore the Business Services available:

Accounts & Bookkeeping

Our accounting partner has over 30 years’ experience across all stages of the business lifecycle.

Business Concierge

A Business Concierge Service is like that of a virtual PA – but so much more.

Business Owner Mortgages

Our mortgage partner can broker a wide range of specialist lending solutions.

Business Structures and Transactions

Advice on incorporations, mergers, and acquisitions in conjunction with our expert partner.

Business Succession

A well thought out succession plan is essential to secure the longevity and legacy of a business.

Employee Ownership Trusts

Our Partner can discuss the tax implications to ensure the structure is the right solution for your business.

Intellectual Property Review Service

This is important to ensure others do not take advantage of knowledge or products which have been developed.

IR35 Advice

Our Partner can assist by reviewing the arrangements in place, then making helpful recommendations.

Personal Trading Company Advice

Our Partner can perform a review of business structure and ensure the available IHT reliefs are maximised.

Residential Property Incorporation

An effective solution for those who are looking to move their retail business into a company without triggering tax issues.

R&D Tax Credits

Our partner has developed a simple process which enables eligible businesses to claim these tax credits.