This document discusses various types of trusts and retirement schemes that clients may have, including employee benefit trusts, business benefit trusts, family benefit trusts, and employer financed retirement schemes. It notes that clients may want to retire from, pass down, or sell their family business but feel unable to due to the tax implications of these structures. The document claims it is possible to provide clients certainty while preserving professional integrity, and encourages contacting specific individuals to discuss further details, with the goal of having happy and profitable clients.

1. • Do you have any clients that have:
– Employee Benefit Trusts (EBTs)
– Business Benefit Trusts (BBTs)
– Family benefit Trusts (FBTs)
– Employer Financed Retirement Schemes (EFRBS)
Do you wish to preserve your Professional
reputation?

2. • Do you have any clients that:
– Want to retire from the family business
– Want to pass down the family business
– Have an opportunity to sell their business
... ... ... but feel that they can’t because of the
continuing legacy of a tax planning scheme?

3. • It is possible to give your clients the certainty
that they are seeking
• Preserve your Professional Integrity
• Talk to Malcolm Richards or Rob Ward for
further details
Happy Clients are Profitable Clients