Business owners
Running your own business blurs lines between company and personal interests. Likewise, owning shares in a family business without a corresponding management role has its own issues.
We take time to understand the whole picture before advising you. And when we do, we combine our expertise in managing and protecting family wealth with our understanding of your business and personal affairs. That way, you get tailored advice to help you achieve your goals, make an impact and grow.
How we can help
We can work with you and your other advisers to:
- advise owner managers on the right structure for corporate governance documents, like articles and shareholders’ agreements, to govern and protect your business and minimise the impact of risks posed by life events such as death and divorce
- help with succession planning and business cohesion (including securing the interests of non-director shareholders) through introducing agreements like family charters
- offer advice on the sale of a business, including opportunities to combine it with personal succession planning (both pre and post sale)
- advise you on the options and implications of passing on your business interests, both by gifting during lifetime and on death by creating flexible, tax efficient wills
- review your arrangements to maximise the benefit of any tax reliefs available, including business property relief from inheritance tax
- combine advice to business owners (including specialist structures such as family investment companies) with in-depth knowledge on how they interact with family trusts