A significant number of our private wealth clients are involved in their own business.

These businesses range from those they have started themselves to multi-generational family businesses, and from single person consultancies to multi-million pound groups.

Whatever the size or nature of your business and whatever stage the business is at in its lifecycle, we work alongside our business owner clients to identify their needs and apply our knowledge, skills and expertise to advise on all aspects of their businesses, in what is often a fundamental part of their overall wealth.

How our experts can help you

Whether your longer term plan involves selling your business or passing it to the next generation, we have the experience to advise you on the issues you need to consider. These include all the relevant practical, commercial and taxation aspects which our dedicated team of advisers led by our experienced partners, has come across over many years of advising our clients facing similar situations.

Our services

We offer a comprehensive service to business owners at each point in the business lifecycle, for example:

  • Helping business owners develop a strategy which maximises the long term value of the business and minimises the burden of taxation, whether in the business itself or in the hands of the owners
  • A personalised tax planning service designed to give practical commercial advice to business owners on issues such as:
    • Structuring business sales to ensure maximum tax efficiency such as whether you are planning a trade sale, management buyout or some other structured exit.
    • Where your objective is not to sell the business, ensuring that business assets are passed down the generations with the minimum of tax and that you have a large enough pension pot to afford to do this.
  • Commercial and corporate finance at every stage of the lifecycle of your business, including advice on transactions, such as the sale or acquisition of a business, to help you plan ahead and maximise value.

Please contact our expert team to discuss a specific issue or to find out more about the services we offer to private wealth clients.

Contact Us

Lizzie Murray
Partner, London

Key experience

Lizzie is Head of the Private Wealth Practice Group and a Partner within the Private Wealth and Estates Group in...