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Business Succession and Asset Protection

At Hoxton Wealth, we provide tailored solutions to help you safeguard your business, protect your assets, and ensure a seamless transfer of ownership.

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Financial Planning • Business Succession and Asset Protection

Your business is the foundation of your financial success, and planning for its future is crucial.

At Hoxton Wealth, we specialise in creating strategies to ensure a smooth succession, protect your assets from unforeseen risks, and integrate life insurance into your estate plan for comprehensive coverage. 

Whether you’re preparing to transition ownership, safeguarding your business from liabilities, or securing financial protection for your family, our expert advisers offer personalised guidance to meet your unique needs. 

With extensive experience in estate planning, business continuity, and wealth protection, Hoxton Wealth is committed to guiding you through every step of the process. Our goal is to provide clarity, security, and confidence, ensuring that your assets and legacy are structured to benefit future generations in the most effective and strategic manner.

Learning Resources

How Can We Help You?

If you would like to speak to one of our advisers, please get in touch today.

“The company was recommended to me, i first called the company and received a call back later the same day, from start to completing the pension transfer i had numerous video link calls with them and they really made the whole process easy and very understandable, nothing was an issue and the whole team where very knowledgeable and experienced, nothing was a problem for them, truly recommend there services, great work from all there team.”

P Wood

22, April

“Since December 2024 I have been working with Hoxton’s, primarily with Ellie Gracie on 3 investment vehicles. I opted out of the first as I considered it too risky, the second one has been set up in March and we are currently trying to close on another in the next few days. Ellie has been great. She is always ready to listen to my concerns and is prompt with her email responses. I would say that we work well as a team and I certainly listen to her advice. Long may it continue!!”

R Permanand

21, April

“good product knowledge, easy to contact.”

M Shaw

21, April

“Our advisor, Avi Shah is patient, knowledgeable and personable. He took time to get to know us and didn’t rush us into an agreement . He is proactive and available to chat when needed and has provided us excellent advice in our assets.”

C Field

25, March

Future-Proofing Your Business, Securing Your Legacy

Business Succession Planning

  • Succession Strategy Development

    We work with you to develop a detailed succession plan that ensures your business transitions smoothly to the next generation or chosen successors. This includes guidance on legal tools such as Wills and Trust Planning to support your succession strategy and involves finding and preparing future leaders while structuring your business to maximise value and minimise disruption. We’ll also help you with tax-efficient transfer strategies that preserve your business's financial stability. 

  • Continuity Planning

    Our continuity strategies protect your business against unexpected events by setting up robust plans like buy-sell agreements to streamline ownership transitions and emergency protocols to mitigate operational disruptions. 

  • Exit Strategies

    Whether you plan to sell your business or step away from daily operations, we craft exit strategies that align with your financial goals and preserve the company's legacy, ensuring a seamless leadership transition. 

Asset Protection Strategies

Shielding Assets from Risks

Our asset protection strategies focus on safeguarding your wealth by setting up legal entities such as Trusts or holding companies to isolate assets. We also optimise ownership structures to reduce liability exposure and ensure compliance with relevant regulations. 

Planning for Unforeseen Events

We prepare contingency plans, including insurance solutions that safeguard against potential losses and emergency funds to provide financial security during crises. 

Cross-Border Considerations

For international clients, we’ll help you to protect your assets across jurisdictions, ensuring compliance with diverse legal and tax systems while mitigating risks associated with global holdings. 

Life Insurance in Estate Planning

  • Business Continuity Protection

    Life insurance is an essential part of estate planning, providing immediate liquidity to cover estate taxes and debts while ensuring financial support for dependents and beneficiaries. When combined with tools like Lasting Power of Attorney, it offers comprehensive financial security. 

  • Financial Security for Loved Ones

    We use life insurance benefits to create tax-efficient wealth transfer strategies, minimising inheritance taxes while ensuring your estate keeps maximum value for your beneficiaries. 

  • Tax-Efficient Wealth Transfer

    We use life insurance benefits to create tax-efficient wealth transfer strategies, minimising inheritance taxes while ensuring your estate keeps maximum value for your beneficiaries. 

Guides

Estate Planning Guides

FAQs

Truspilot Reviews

Client Success Stories

Our clients’ success stories highlight the dedication and ability we bring to every estate plan.

"Hoxton's expertise in 401(k) rollovers made my retirement planning straightforward and stress-free."

- Linda Martinez 

"Hoxton assisted me in transferring my UK pension, ensuring a smooth transition into retirement."

- Emily Davies 

"Retiring abroad was daunting, but Hoxton helped me manage my pensions effectively."

- Patricia Thomas

Secure Your Business and Assets with Hoxton Wealth

Contact us today to create a tailored strategy for business succession and asset protection, ensuring your legacy and financial security are preserved.

Schedule a consultation now

Contact Hoxton Wealth

Contact us today to discover how Hoxton Wealth can help you achieve your financial goals. Together, we can build a brighter financial future.