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Your story

Selling your business soon

As you prepare to sell your business, we’ll help you to extract profits efficiently and get your personal assets in order.

Planning your next big transition

Looking to sell or pass on your business marks a huge life step. You’re likely wondering how to best extract your wealth, what to do with the funds, and how to set personal assets up to receive them.

We’re here to help make this transition smooth. We’ll guide you in setting a clear timeline, advising on how to extract profits efficiently, and planning how those funds will support your personal financial goals – whether for you, your partner, or your children, ensuring your hard-earned value translates into future happiness.

Supporting your future

Strategic wealth extraction

We’ll help you devise the most tax-efficient strategies for extracting wealth from your business, whether through sale proceeds, dividends, or other methods, helping to maximise the value you’ve built.

Sale and succession planning

Achieving a smooth, successful transition when selling or passing on your business requires specific expertise. We provide tailored guidance for management buyouts, family transfers, or external trade sales, covering valuations, tax implications, and critical timelines.

Integrating your future finances

We meticulously plan how your business sale proceeds will be received and optimally structured within your personal assets, safeguarding your wealth for your individual and family’s long-term financial wellbeing.

Securing personal happiness

Your hard-earned success should translate directly into a fulfilling future. We focus on aligning your sale funds with your personal aspirations, ensuring your desired lifestyle, future goals, and legacy are well-supported.

 

The Financial Conduct Authority does not regulate tax planning.

Begin your journey with no initial fee

We’re one of only a handful of UK firms to offer financial guidance with no initial fees. By removing the upfront cost barrier, we help you access the expert support you deserve. Explore our example-based charges, designed to reflect different goals, levels of wealth, and approaches to investing.

How our charges work
See and hear our clients’ experiences

Your story

Working
professionals

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Thinking about
retirement

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Enjoying
retirement

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Growing your
business

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Receiving an
unexpected lump sum

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Widowed or
divorced

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Creating lasting
family wealth

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Let’s discuss your goals

Start the conversation that gets your financial plans moving in the right direction.

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    Decisions should not be taken based solely on the content of this website, individual advice should be taken first. Content is aimed at UK residents.

    Bluecoat Wealth Management is an appointed representative of Best Practice IFA Group, which is authorised and regulated by the Financial Conduct Authority (FCA), FCA no. 223112. Registered office: Broadlands Business Campus, Langhurst Wood Road, Horsham, West Sussex, RH12 4QP. Registered in England and Wales No 04490633.

    Bluecoat Wealth Management Ltd is entered on the FCA register (https://register.fca.org.uk/) under reference 476312. Registered Office: 11 Lady Bee Enterprise Centre, Albion Street, Southwick BN42 4BW. Registered in England and Wales no. 6828686.

    The Financial Ombudsman Service (FOS) is available to sort out individual complaints that financial services businesses and their clients are unable to resolve. To contact FOS please visit www.financial-ombudsman.org.uk

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