Working with our clients
Working with multi-generational family business and their project companies where the family had to pool financial resources to generate ‘once in a lifetime’ capital value from an inherited plot of development land.
The undeveloped land could have been sold off at a low value but there was opportunity for profit.
We guided the family though the development project, explaining risk mitigation, arranging variable capital contributions and assisted with arranging loans.
More than this, we introduced experts to guide pricing strategy. We also advised on share buy-backs for retiring individuals on a timescale in step with plot sales and restructured unsold units tax-efficiently into a property investment company.
A second generation family retail business run by siblings and operating through an international group of companies needed strategic advice to help protect both their business and personal assets.
We manage the owner’s personal income and family wealth alongside their inter-generational trusts and charitable foundations.
One of the vital aspects to our relationship with this client is the strong link our team has with the key director and our involvement in business strategy. This approach helped to maximise the personal wealth of the family.
Other projects with this client include income extraction, next generation wealth planning and education via trust structures.
Protecting wealth
Acting for a trading business where family politics intruded on senior pay and threatened the viability of the LLP business vehicle. We reviewed the roles discharged, resulting in the business uplifting the pay of a pivotal staff and family member. We secured other key members with a pension strategy then acted swiftly appointing new members, arranging crucial new bank mandates as the senior generation fell ill and sadly died within a short time frame.
Building successful relationships of trust with our clients is key allowing us to advise widely and become a part of their business decision-making apparatus. Without our intervention this business could easily have found its bank facilities frozen - a disaster. We arranged a new members agreement with prior shares to recognise work performed in the business, and assisted the business to fill posts in its supervisory board in order to stabilise its approach to regulatory change. We also helped with:
Business continuity planning
Employers Advisory services
Expanding the business
VAT and Customs Duty Services
Audit/ Advisory services
Here’s how we have supported some of our clients’ challenges.
estate planning
tracing and valuing lost parcels of land
finding a solicitor specialising in French real estate
starting a new trading venture in Norfolk
applying for a COVID-19 loan to fund a short-term working capital shortfall
the creation and administration of a charitable trust meeting their philanthropic aims.
