The governance and financial planning in family businesses can be sensitive and complex.
Our clients are some of the most successful and well known family and owner-managed businesses and are the bedrock of our clientele.
We have years of experience working with family businesses to provide a broad range of services and advice.
We can help you to formulate a financial planning strategy that focuses on your most important assets - your people. From directors and partners through to employees and shareholders, we’ll help you put the plans in place to take care of their interests and keep your business stable. Our corporate team can advise on:
Life and critical illness cover – we can help you choose the most appropriate policies to cover the costs involved if the worst happens.
Shareholder and partnership protection – we can help you get the framework in place to buy out a partner’s stake in the business if they die unexpectedly.
Loan protection – We can help you make sure any business loans are insured and that the balance will be paid following the death of a partner.
The time comes for many business owners to step back from the company they’ve spent years building. We have extensive experience helping these individuals to plan their next steps in financial terms.
Together we consider the future of your business, including the financial impact if an equity partner retires. This gives your business real continuity and makes sure the transition of the management team is seamless.
We can help plan the structure of your business including developing staff – or recruiting new people – for future senior roles.
If the best option for your business is a merger or sale, we’ll give you the appropriate advice to support you through the process.
Retirement planning goes hand-in-hand with succession planning, so that partners and directors can organise their personal finances, as well as those of their business.
We help organisations across the UK to invest for their futures. Whether your company is looking for generic or tailored investment advice, we take the time to listen to what you need and then build a suitable portfolio.
Our approach to investment is logical and practical – and because we’re independent, we can give your company access to the whole market.
We structure investments in the most tax efficient way – and importantly, we genuinely tailor our advice to your company.
We have a wealth of expertise and experience in-house. But when we need to bring in external experts, we call on our network of trusted advisors.
It’s not unusual for the business people we work with to have complex financial requirements in their personal lives. We create personal financial planning strategies for many of our corporate clients, covering investment, inheritance tax planning* and retirement. You can find out more about our services for individuals here.
* Inheritance tax planning is not regulated by the Financial Conduct Authority.