Business owners

We understand that as a business owner, your company and personal interests blur. We take the time to understand the complete picture so we can offer you comprehensive advice.

We combine our specialist knowledge of how to manage and protect family wealth with our understanding of business structures and our ability to implement the right arrangements. This may include:

  • Advising on documents to govern and protect your business
  • Providing flexible, tax efficient wills
  • Working alongside other advisers to implement tax planning arrangements
  • Helping with succession planning, including family charters
  • Reviewing business structures to ensure business property reliefs are maximised
  • Dealing with advisory services and strategic advice, if you sell your business
  • Combining traditional advice on family trusts with more innovative solutions, such as family investment companies

Our lawyers

Our specialist lawyers draw on expertise from our wide range of practice areas to ensure you get joined-up advice that suits your specific circumstances.

Our experience

Some examples of our experience include:

  • Helping a client to introduce essential protection for his family business prior to the exercise of options by non-family members, including bespoke articles of association, shareholders' agreements and new employment contracts.
  • Assisting a client to formulate his plans to leave control of his £50million turnover business to his employees while retaining an income stream for family members.
  • Working alongside a client's other advisers to assist with the sale of a controlling interest in their company, providing personal tax advice both pre- and post- sale and ensuring family interests were not forgotten while achieving commercial objectives.
  • Working with clients to put in place arrangements to manage the business in the event of a shareholder's death, while ensuring the deceased shareholder's family receive full value for the shares.
  • Providing advice on the structure of a family group of companies to ensure shareholdings retain 100% business property relief for inheritance tax purposes.

Our clients

We have experience working with wealthy business owners across a range of key sectors. Our clients include:

  • The owners of a manufacturing business with global operations based in the UK
  • A first-generation technology entrepreneur who is in the early stages of creating dynastic family wealth
  • A UK resident non-domiciled family with very large property investment holdings

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