Close to 40% of our clients have generated their wealth through their business interests. Our experience of helping generations of successful wealth creators teaches us that no two entrepreneurs are alike – but many have similar needs.
One of the most important decisions in your career will be when you come to sell all or part of the business you nurtured through time. This is where years or decades of effort, ingenuity and courage are crystallised
Getting this right takes planning. Considerations include tax efficiency, income replacement, safeguarding your capital, making provision for ongoing business interests and ensuring that your wishes for others, including your family, are taken into account.
Following the sale of a family-owned business, our client and his wife came to us for advice on estate planning and investment structuring. We helped them plan for the efficient transfer of wealth to their children and charity, while providing a high degree of flexibility and minimizing complexity.
Our client is a UK resident, non-UK domiciled entrepreneur. We worked with him over a number of years to reduce his exposure to a listed company and build a long-term, diversified portfolio. We tailored our strategy to take into account his tax status.