For a business to span generational boundaries requires long term vision and a shared understanding of the family history, values and agreed objectives.
We understand businesses inside and out, and we know that the nuances – problems, challenges and opportunities. We also understand that changes in dynamics – relationships changing, divorce, and family disputes – can have an unwanted impact on your business if not managed carefully.
Running a business is as rewarding as it is challenging and balancing the day-to-day with thinking for the future is crucial. We will work with you to put in place the right structures and strategies, with innovative thinking and support.
How We Help
- Safeguarding the business
- Structuring the business
- Resolving disputes
- Establishing an appropriate forum for shareholder engagement
- Family governance
- Succession planning
- Planning for a sale
- Philanthropy & corporate social responsibility
- Taxation & relevant tax reliefs, for the business & individual shareholders
An increasing share of family business wealth is now owned by women, suggests new data.Read more 3 min read 29 Mar 2021 Tax day 2021: the key announcements
In a recent article in the Tax Journal, Private Wealth Partner, Sue Laing highlights some key takeaways from the recent tax updates.Read more 3 min read 26 Mar 2021 Family Business: The third pillar of the UK economy
The Family Business report looks in greater depth at Britain’s Top 100 family businesses, looking at who they are, and how they are built. We reflect on how Britain can ensure these entities remain strong contributors to economic growth as we look ahead, following the effects of the Covid-19 pandemic.Read more 3 min read 23 Mar 2021 IHT regime is outdated and in serious need of an overhaul
Private Wealth Partner, Kyra Motley appears on the FTAdviser In Focus podcast alongside Edward Grant, Director at St James’s Place and Nick Bird, Business Development Manager for Octopus Investment to discuss how inheritance tax (IHT) planning is in desperate need of an overhaul.Read more