tax advice

When a long-established business that had been trading successfully for over 50 years came to us, the owners were ready for the next chapter. They had spent more than two years trying to sell, yet despite multiple negotiations and interest from buyers, the offers never reflected what they believed the business was truly worth.

They were stuck in a frustrating position: accept a lower valuation and walk away, or continue running a business they no longer wished to be part of. Neither option aligned with their long-term goals or the lifestyle they had worked so hard to achieve.

Chadwicks were engaged by the owner of a hospitality business that appeared successful on the surface but was under severe financial strain. Despite strong footfall and long hours from the owner, the business was consistently short of cash, struggling to meet wages and supplier payments.

The key question was simple: how could a venue that looked so busy be so financially unstable?

At Chadwick Accountants, we pride ourselves on helping clients not only remain compliant but also unlock smarter ways of structuring their businesses to achieve real, tangible results. One recent client success story highlights how the right advice can transform the way directors manage their tax position — and generate long-term savings.

Let’s have a chat about inheritance tax, shall we? Especially if you’re a diligent saver and investor, working hard to build up a nest egg to support your family’s future. The taxman might have other ideas about that!

What are the inheritance tax thresholds?