Case studies

Corporation Tax Planning

Directors John and Steve have a successful business but were conscious that they weren’t appropriately planning for retirement in the most tax efficient way.

John and Steve are 60 and 39 respectively and are the Owners / Directors of their Limited Company which has been trading successfully for 7 years.

The company is profitable, and the directors anticipate that the business will continue to grow over the coming years.

The company owns the building that they currently trade from. It was purchased a few years ago for £157,000 and has recently been valued by a RICS Qualified Surveyor at £185,000.

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