Successful business people are often too busy to reflect on the wealth they are accumulating and on the tax implications of it. This is all the more true of business owners who find little time to evaluate the suitability of their original business agreements (if they exist) and structure and the tax implications flowing from them.

By failing to address these issues they increase their estate’s exposure to an unnecessary tax take and reduce the wealth they are able to pass on to their spouse, partner or children. The more successful they become so their exposure to out of date agreements, structures and mindset increases.

If you are in that position and are not sure about your current situation nor confident in the suitability of earlier professional advice you received please ask us. Our specialist tax advisers will be delighted to work with you to achieve the optimum solution for your changed circumstances and for what you wish to achieve in the longer term.

The larger and more complicated your estate, the more important it becomes to receive specialist advice to preserve your assets. We and our partnered specialist advisers will be happy to help you.