Family Businesses

Our comprehensive approach covers every facet of family business management, from daily governance and financial planning to organisational structure and generational wealth transfer. Our in-depth knowledge and experience will be invaluable in helping you to secure longevity and the legacy of your family business.

Encouraging communication

We believe it is essential to preserve and foster positive relationships between family members who are involved in your business. To support this, we can facilitate regular family meetings, creating a space to discuss business matters and strategies and ensure everyone is working towards shared goals.

Transparent structuring

A robust and transparent structure can help alleviate the pressures surrounding decisions on profit distributions, asset control, bringing additional family members into your business, and managing transitions if a family member passes away, retires, or decides to exit the business.

Family business succession planning

We can help your family with succession planning, ensuring a smooth financial transition when the time comes for the next generation to take control. Our team can provide valuable financial insights about how to structure ownership transfers in a tax-efficient manner. We can also help protect your family’s wealth, in the case of a divorce or separation that might otherwise expose family members to the risk of financial loss.
Explore succession planning

Next steps

Our process starts with a discovery call and a scheduled meeting to understand your financial situation. Should you decide to move forward, we will work together to develop and implement a tailored tax strategy that aligns with your objectives.

Make an enquiry

The first step towards optimising the financial position of your business tax is to make an enquiry with us. Please complete the form below to discuss this further with one of our team members.

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