Personal Taxes

At Mercer & Hole we recognise that in any family business it is vital to look at the affairs of the company and the individuals in the round. We know that planning for one, e.g. on cash extraction, retirement funding, etc is intrinsically linked to all of the others. We have worked with many family businesses over the years and understand the issues involved. We work closely with you to help you best manage the combined position.

Succession planning can be crucial for family businesses whether this involves passing on the business itself or preserving the business outside the family and passing on the resulting wealth. These can be some of the most difficult decisions you have to make. We can help you with your decision making and work with you to achieve your plans.

We know that our director and partner clients are concerned by a range of personal taxes and the burden of compliance. To understand more about our services, please see our menu on the left.