Wealth and Succession Planning

Business and shareholding structures

Experience tells us that many business owners have not fully considered how best to structure their shareholdings, or hold other business assets in a way that maximises the available reliefs, allowing them to save tax legitimately.   It can often be too late to implement tax saving measures in advance of a sale or retirement, as some reliefs take time to have effect.

Forward planning is essential to ensure business owners, and their family members, can benefit from the various reliefs available.

Michael Walby and Jennifer Bell in our Corporate team have decades of experience advising business owners, high net worth individuals and family offices, and have implemented many plans and structures to protect business and generational wealth. They are able to review what can often be a complex family or business structure, and quickly identify what steps can be put in place, and signpost tax and other advisers where necessary.