Case studiesPersonalIllustrative example
A family business handed on, not taxed away
One generation held everything personally, with no structure and a succession that would have triggered charges in two countries at once.
1.1GBP m
over the succession
- Client
- Family with an operating business and property in two countries
- Countries
- UK · JE
- Timeline
- Typically staged over three tax years.
The situation
The operating business and a property portfolio were held personally by one generation, with no structure in place.
A succession on death would have triggered charges in both countries at once, and the next generation would have inherited a dispute as much as a business.
What we did
- 1Separated the trading business, which qualified for relief, from the investment property, which did not.
- 2Settled the holdings into a structure appropriate to both jurisdictions.
- 3Staged the transfer over three tax years to use each year's allowances and reliefs.
- 4Put governance in place: a family charter, protector arrangements, and clear roles for the next generation.
The outcome
Roughly GBP 1.1m of combined charges avoided across the transfer.
A succession the family can carry out without renegotiating it.
Completed engagements are marked as such; examples marked "Illustrative" show how a typical situation is handled and are not client results. Names, sectors, figures and timings are generalised or omitted so that no client is identifiable. Every result depends on that client's facts. Nothing here predicts what your position would produce, and nothing here is advice.
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