72 - M&A Musings with special guest Rob Stevenson.
TRAP: The Real Adviser Podcast
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Navigating Pension Policies and Business Transfers
This chapter explores imminent changes in salary sacrifice for pensions, raising concerns about their potential impact on financial security and business growth. The conversation emphasizes the unintended consequences of government taxation policies, particularly focusing on inheritance tax and capital gains tax as they relate to family businesses. Furthermore, it highlights the consulting perspective on mergers and acquisitions, advocating for a holistic approach that prioritizes the owner's lifestyle and aspirations during the sale process.
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