Business Owners - Private Client Solicitors

Business Owners

AT PRIVATE CLIENT SOLICITORS WE ACT FOR A VAST AMOUNT OF BUSINESS OWNERS AND ENTREPRENEURS.

We fully understand the challenges that business owners and entrepreneurs face when considering their wealth and succession planning requirements. We give our business owners the peace of mind so that they can fully concentrate on growing their business whilst we take care of the legals.

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We have extensive experience in the following:

  • Flexible and tax efficient business Wills
  • The application of tax reliefs on businesses such as ‘Business Property Relief’
  • The creation and implementation of Family Investment Companies and/or trust planning
  • Landed estates and advice for property owners
  • Advising on documents to govern and protect businesses
  • Business succession planning including producing family charters
  • Preparing businesses for sale in the most tax efficient way
  • Business related powers of attorney documents
  • Marital and wealth protection agreements in relation to businesses
  • Protecting your business for your bloodline only
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Recent case examples are as follows:

  • Transferring the shares of a business owner (worth £30m) prior to selling the business into trusts, to take advantage of tax planning opportunities and putting a succession plan in place for the benefit of the wider family
  • Successfully advising executors of an estate with regards to a technical challenge against HMRC in relation to the availability of “Business Property Tax Relief” which saved the estate over £400,000 in additional tax
  • Advising the owners of an international business for a dynasty family on restructuring their affairs using tax efficient trusts to ensure the family could pass on the business to the next generation whilst the senior members of the family retained a degree of control
  • Advising owners of vast property portfolios of the benefits of transferring properties owned in personal names in to corporate special purpose vehicles
  • Advising business owners on the opportunities available to them during their lifetime and on death to secure and take full advantage of the business property relief exemption from Inheritance Tax and preparing a family charter for the benefit of the family
  • Advising as to the restructure and sale of numerous family owned businesses taking into account ownership by family trusts, taxation considerations and corporate issues
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Private client legal services

We have extensive experience in relation to wills, trusts, tax, estate planning, succession, wealth preservation, probate, mental capacity law and philanthropy. Our priority is to ensure that your legacy planning produces the best possible outcome for you and your family.

Our team

At Private Client Solicitors, we are always on the look out for exceptional people to join our growing team. We would be delighted to have a conversation with anyone with private client legal experience who believes in our overall ethos – which is to put our clients at the forefront of everything that we do.