Primarius Blog - Long-term tax planning

Muriel Oliver
Update | 26 Jul 2020

Last updated: 20 April 2021

Tax planning can appear like a hazy concept, but it is an important part of business planning and structuring.

Here at Primarius our long-term tax planning involves:

  1. Evaluation of structure: we always recommend starting with a full review of the current structure including related entities and personal financial situations.
  2. Industry considerations: different tax rules and regulations apply to different industries, so important to get this right.
  3. Business goals: the next important input is the plans and goals of the business in the short to medium term.
  4. Risk: being risk-aware and considering the particular circumstances of the group. 
  5. Succession planning: at the beginning, it is just as important as to think about the exit or succession plan.

Structure, business, and tax planning are not static parts of any business but are constantly evolving.


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