Family-owned businesses have unique opportunities and challenges. We work alongside our clients to fully understand both their business and the dynamics of the family to plan and protect the future of the business and family wealth.
From start up to managing growth through to succession or exit, we are placed to help family businesses achieve their long-term goals.
Our team possess experience in helping family businesses including:
- Developing the next generation to take the reins.
- Tax efficient solutions to succession.
- Wealth diversification.
- Pension and retirement planning.
- Family remuneration and share ownership structures.
- Incentivisation for key non-family employees.
- Managing conflicts.
- Funding family commitments.
- Inheritance tax advice including the availability of reliefs such as Business Property Relief.
- Protecting your business and family with insurance.
Professionalising the business |
Personal Retirement Planning |
Governance and Succession |