Estate Planning for Business Owners

We assist in putting the right structures in place to protect your business and family:

• Succession Planning: Without proper planning, business assets, control, and value can fall into the wrong hands, and tax savings can be lost.
• Tailored Solutions: We work closely with our clients, understanding both their business and family situation, to find the right solutions for their needs.
• Custom Wills: We help create bespoke Wills that address both ownership and value succession in your business.
• Lifetime Planning: Identify actions during your lifetime to harmonise your overall estate and succession planning.
• Tax Savings: Our strategies can help achieve significant tax savings for both your estate and future generations.
• Trusts for Tax and Succession: Often involving the use of trusts, which provide inheritance tax savings and long-term succession benefits.
• Family Protection: Trusts also offer protection for assets in the event of family circumstances such as divorce.