OUR SERVICES
Retirement and succession planning
maturity
value event
OUR SERVICES
Retirement and succession planning
maturity
value event
Overview
Your planning for retirement should start long before you’re ready to retire, ideally before the age of 55 so you can maximise your entitlement to claim tax reliefs and optimise pension funding when you do.
We help families make their succession and wealth protection decisions by:
Developing and implementing tax efficient and practical succession and retirement plans
Optimising tax-efficient cash extraction before exiting the business
<span data-metadata=""><span data-buffer="">Advising on tax-efficient estate planning for non-business assets
Carefully transitioning the business to their children whilst maximising available tax reliefs
Advising on appropriate corporate reorganisations before passing on or selling the business
Reviewing their assets and income sources as they move towards retirement
Optimising tax efficient use of Trusts, Family Partnerships and Family Investment Companies
Working closely with their legal and financial advisors to implement retirement plans and draft new wills
Ready to have a conversation?
Request a callback today and one of our team will reach out to you
Client testimonials
“I have always been impressed with the way L&J Tax can tailor requirements based on the fairest and best interests of all involved, which is not easy when succession planning. L&J Tax delivered their services with absolute empathy to our family’s needs.”
Shane Mulkeen
Mulmuf Limited
“My experience of working with L&J Tax has been positive, particularly in the area of tax management of family wealth passing challenges. They listen well and respond with creative flexible solutions. I have also benefitted well from their expertise in EIIS and start up investing.”
Bernard Collins
Business angel investor
“Both Emer and Laura are trusted advisors to our business. In my experience, they have led the way in brainstorming practical solutions and have always followed through with efficient implementation of those solutions.”
Liam Farrissey
Crannmed Limited
“Laura took such a great interest in our story and the background to our problem. Other parties will also benefit from what she has achieved for us.”
Family succession client
“I was introduced to Laura by my son who recommended her firm. It was a great recommendation. Laura and her colleagues have handled both my and my wife’s tax affairs efficiently and effectively. I am happy to pass on the recommendation.”
John Teeling
Teeling Whiskey
“The advice from L&J Tax was excellent, clear and easy to understand (for a non-numbers person!). Emer provided a very clear plan that gives us all the options to consider.”
Family succession client
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