Before the sale
Exit planning, protecting Business Asset Disposal Relief and reviewing the shareholders' inheritance tax position while the business still qualifies for relief.
For introducers · Wealth managers
Your client's biggest liquidity event, planned properly.
When a business-owning client is preparing to sell, the tax decisions made before and after completion shape the wealth you'll be managing. We advise on the tax; you stay their wealth adviser.
The problem
For many owners, selling the business turns an asset that may qualify for Business Property Relief into cash that usually doesn't. Without planning, the sale can leave an inheritance tax exposure that wasn't there before, as well as a capital gains tax bill that could have been reduced.
How we help
At the sale
Making sure the deal structure works for the shareholders personally, not just for the buyer.
After the sale
Trust planning, and inheritance tax and estate planning for the proceeds, coordinated with your investment advice.
FAQs
Frequently asked questions
Can you advise on inheritance tax before and after a sale?
Yes. Business Property Relief can change significantly when a business is sold, because cash proceeds don't usually qualify. We advise on the position before the sale, and on trust and estate planning afterwards, working with you on the investment side.
When should a business owner start planning their exit?
Ideally two years or more before a sale, so reliefs can be protected and any restructuring isn't done under deal pressure.
Related advice
You may also need
For Introducers
Specialist transaction tax input for corporate finance advisers, lawyers, accountants and wealth managers. A view within one working day.
Read moreSelling a Business
Specialist tax advice for business owners selling a company worth £1m to £50m. Reliefs, pre-sale structuring, deal terms and HMRC clearances.
Read moreBusiness Asset Disposal Relief
Make sure you qualify for Business Asset Disposal Relief when you sell. Specialist advice on the conditions, the 18% rate and protecting your claim.
Read more
Got a client planning an exit?
Introduce us early. We'll give you an initial view within one working day.
Or write to taxadvisory@aswatax.co.uk
Last reviewed 6 October 2026
