High-Net-Worth Planning
Business-owner and shareholder coordination
Aligning company arrangements with personal estate planning.
Where a family owns a trading business, it is often both a large part of the value and one of the harder parts to turn into cash quickly. The articles, any shareholders' agreement, any trust holding shares and the owners' personal wills all have to say the same thing, and they are usually written years apart.
We keep those conversations connected, so the enquiry reaches the right specialists with the whole picture rather than one corner of it.
Things worth considering
- Articles, agreements and wills must be consistent
- Valuation methodology should be agreed in advance
- Reliefs depend on the nature of the business and require advice
Enquire about business-owner and shareholder coordination
Tell us what you would like to protect or resolve. One named contact will read your enquiry personally and come back to you.
- One dedicated point of contact
- No call centres
- Introductions handled discreetly
- Serving Hampshire, West Sussex, Surrey and the Isle of Wight
Cromwell Associates coordinates enquiries and introduces clients to appropriately qualified specialists. We do not provide regulated financial, legal or tax advice, and submitting this form places you under no obligation.
Your enquiry is reviewed personally before any introduction is made.