Retirement / Exit Planning

Maximise the value of your life’s work with FMY Chartered Accountants retirement and exit planning services. We design tax-efficient exit strategies, whether selling to a competitor, transitioning to family, or structuring a Management Buyout (MBO). Our valuations and pre-sale audits enhance EBITDA, making your business irresistible to buyers.

We optimise reliefs like Business Asset Disposal Relief (10% CGT) and structure phased exits to minimise tax. Post-sale, we advise on wealth preservation through trusts, pensions, or philanthropic giving. With FMY Chartered Accountants, your exit secures both financial freedom and a lasting legacy.