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 16 Sep 2021 Wider Trust Register – now open
HMRC has advised that the revamped on-line trust registration service (TRS) is now fully operational, so that non-taxable trusts can start to register.Read more 4 min read 16 Sep 2021 LPA Consultation
The Mental Capacity Act 2005 allows people to appoint someone they trust to make decisions on their behalf in the event that they lose capacity to make decisions themselves.Read more 3 min read 16 Sep 2021 Draft Finance Bill 2022
A very light draft Finance Bill was published on 20 July 2021 for consultation. The current parliamentary timetable officially provides that the actual Finance Bill will be published following the Autumn Budget on 27 October 2021 and will then be finalised in March 2022.Read more