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.
Estate Planning Guides
FAQs
A succession plan ensures a smooth transfer of ownership, minimises operational disruptions, and protects the value of your business.
Strategies such as setting up trusts, structuring ownership, and obtaining comprehensive insurance can shield your assets from potential risks.
Life insurance provides liquidity to cover estate taxes, supports dependents, and ensures business continuity in case of an unexpected loss.
International assets require specialised strategies to address varying legal and tax systems, ensuring compliance and providing effective protection.
Client Success Stories
Our clients’ success stories highlight the dedication and ability we bring to every estate plan.
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.
