When you’ve worked hard all your life to build up your business – you want to ensure its protection into the future. And when yours is a family business, you need to secure the succession and wealth of the next-generation owners. Estate planning is an important part of our service.
We work across all aspects of Estate Planning – including the structuring of businesses and the transfer of shares, pensions, investments and insurance. Whether your business is a family one or you plan to sell to management – we will develop a clear, cohesive succession plan, all with a view to limiting capital taxes. We also look at the bigger picture, beyond tax implications – to consider family relationships and personal dynamics.