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Retirement & Succession Planning

Retirement & Succession Planning

With asset values steadily increasing, now is the time for putting in place tax efficient estate tax planning measures. Whether transferring assets to the next generation or planning an exit strategy from your business, significant decisions have to be made. Your planning for retirement should start long before you’re ready to retire so you can maximise your entitlement to claim tax reliefs. For all tax planning, timing is critical, particularly as many tax reliefs have qualifying conditions that have to be satisfied.

In dealing with Retirement & Succession planning we consider the following taxes:

  • Capital Gains Tax
  • Capital Acquisition Tax
  • Stamp Duty

At Devine & Co we take the time to understand your unique requirements and assist you in transferring wealth to the next generation in a tax efficient manner.