Wealth planning and structuring

Building and maintaining significant wealth brings important decisions about how it is used, protected and passed on.

We work with business owners, entrepreneurs, family offices and high and ultra high net worth individuals to create tax efficient structures that support their long-term plans and what matters most to them and their families.

Whether you are planning the sale of a business, preparing for retirement, considering the future transfer of wealth, managing substantial property interests or relocating to or from the UK, we help you understand the tax and legal implications of the decisions ahead.

Our advice covers income tax, capital gains tax, inheritance tax, residence and domicile issues, as well as the ownership and holding of business, investment and real estate assets.

Working together, our STEP qualified lawyers and specialist tax advisers design and implement planning that support both immediate priorities and longer term goals. This may include restructuring business ownership, preparing for an eventual exit, implementing employee incentive arrangements, reviewing existing structures or organising assets to support future succession plans.

Where the focus is on passing wealth between generations, we work closely with our succession planning team to ensure your wider plans, Wills, trusts and estate planning work together effectively.

Whatever stage you are at, we work alongside you to establish structures that remain effective as your circumstances, family and ambitions evolve.