Our advice is regularly sought on issues such as: wealth transfer from the private company to individual shareholders; executive pension schemes including self-investment; asset protection for the business and its owners; structures for groups of companies or ventures between companies; assessment of working capital requirements; banking facilities, including negotiating covenants and agreements; asset purchase through outright ownership or finance arrangements; and employee pension schemes.

We have particular experience of acting for families who control, or have major shareholdings in, substantial public or private companies. We frequently act as consultants to companies which retain larger firms as auditors and where directors or shareholders recognise the benefit of an independent view.