Long term wealth planning for business owners
The key to ensuring a business owner maximises the returns from their business, both for themselves and their family, whether ultimately the business is to be sold or to be passed on to the next generation, is to plan in advance. Obtaining proper advice should be a main feature of the planning and the opportunities available to maximise returns will obviously depend on individual circumstances.
For further information and to view our guide to long term wealth planning for business owners, please select the link bleow. This guide covers some of the main issues that may be relevant to any business owner:
Long term wealth planning for business owners
Based in Newcastle, this respected firm advises a roster of high net worth individuals on wills, estate planning and trusts. It is also handing an increasing amount of Court of Protection work. Sources praise the team as being 'solid, pragmatic and dependable'.
KEY INDIVIDUALS: Group head Kirstin Cook advises on succession planning. Sources say she is 'extremely technical, quick and on the ball.' The 'keen and dynamic' Alice Clewes, 'has impressive technical skills and the ability to prioritise,' according to interviewees.
Chambers Guide
Clients highly value Kirstin Cook's "supportive and empathetic advice" on all private client matters, which she combines with "excellent personal skills - she is very easy to get on with." The firm assists a sizeable client base of high net worth individuals and local professionals, including bankers and accountants, with wills, estate planning, trusts, probate and Court of Protection work. As well as acting for local clients, the group has the resources to handle work with an international dimension and regularly acts for clients as far afield as the USA and Belgium.
Chambers Guide
