Welcome to Hoxton Wealth, the new home of Hoxton Capital

Home
Sign InGet Started

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.

Start planning today

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.

“Michael Yuille has been great to work with in planning my retirement. He's been very attentive and offers sound financial advice. Michael's assistant, Strawberry Palacio, has been helpful with good communication and assisting me in establishing my account.”

A Webster

08, May

“I want to recommend Hoxton and in particular, Bernadeth Tagadtad and Bhavin Vaja who have helped me transfer my UK pension to Australia. It was a long and complex process and I could not have managed without them. They did everything possible to make the process run as smoothly as it could.”

J Ross

08, May

“Two years plus with Rob of Hoxton Wealth has provided dividends in the value of my pension. I have found Rob and Lea most friendly, capable and efficient”

T Moore

06, May

“I have been working with Richard Cawley and Lalith Mangalarapu at Hoxton for the last few months on the best way as an Australian citizen to access my US401K plan. They have listened, understood what I'm after, given great advice and suggestions and put me in touch with tax experts as well. I spoke to quite a few other firms before finding Hoxton, and I did not progress those conversations. Richard and Lalith are very easy to get along with and I feel we work well together as a team.”

B Moncrieff

05, May

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.