Post-exit

Strategic advice as you navigate what comes next.

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Exiting your business represents a life-changing personal milestone, as well as a significant commercial achievement.

For many founders and entrepreneurs, this brings an entirely new set of considerations on a personal, financial and business level.

Planning ahead, before the exit itself, allows you to approach these decisions with clarity and confidence, rather than reacting under pressure at the end of an intensive sale process.

The choices you make will help to shape your financial security, your family’s future and your ability to pursue new business opportunities.

Whether your priority is to look after future generations, explore new ventures or make a meaningful impact through philanthropy and charitable giving, our Private Wealth team will work closely with you to provide strategic guidance on what matters most to you personally.

We tailor our advice to your individual circumstances, drawing on our extensive experience of supporting founders and entrepreneurs through similar stages across their business journey.

Key areas we support

Structuring your post-exit wealth efficiently

A successful exit can result in a significant increase in liquid personal wealth. We work closely with you and your other advisers (such as accountants, investment managers and private bankers) to organise and structure your wealth using tailored solutions – including trusts, family investment companies and other holding structures – to support your long-term goals, providing flexibility for future generations and protecting your assets from unnecessary risk.

Capital gains and inheritance planning

The tax implications of an exit can be substantial. Our team advises on strategies to manage capital gains tax at the point of sale and inheritance tax over the longer term, helping you structure your wealth for future generations. We work alongside your accountants and financial advisers to ensure your tax planning is coordinated and effective.

Family governance and succession strategies

Wealth can bring complexity to family relationships. Trust and company structures can support your family’s succession plans, establish clear governance frameworks and help ensure your legacy is passed on with clarity and minimal conflict. Whether you are planning for the next generation or considering how to involve family members in decision-making, we provide practical guidance that reflects your family’s unique dynamics.

Relocation and residency planning

If you are considering a move abroad post-exit, whether for lifestyle, family or tax reasons we can help you navigate the legal, tax and practical implications of relocating. This includes advice on your UK residency status and domicile position, the tax treatment of your assets in different jurisdictions and the steps required to establish yourself in a new location, whether within the UK or overseas.

Advising on reinvestment and new ventures

Many founders choose to contribute their expertise and invest capital into new opportunities after an exit. Whether you are supporting other entrepreneurs as an angel investor, committing capital to venture funds or building something new yourself, we offer practical guidance on structuring your investments, conducting due diligence and managing the legal and tax considerations that come with backing early-stage businesses.

Structuring new ventures

Second-time founders often approach their next venture with greater clarity about what works – and what does not. We help you apply those insights to shape your next opportunity, advising on ownership structures, shareholder arrangements, governance frameworks and risk management strategies that reflect the lessons you have learned and position your new business for sustainable growth.

Setting up charitable foundations

If philanthropy is a priority, we help you establish the right structures to reflect your values and maximise your impact. Whether you are considering a private foundation, a donor-advised fund or a charitable trust, we advise on the governance, tax treatment and operational requirements of each option – helping you create a vehicle for giving that is sustainable, effective and aligned with your long-term vision.

Strategic philanthropy and impact investing

Effective philanthropy requires more than good intentions. Our team works with you to develop a giving strategy that is thoughtful, targeted and designed to create meaningful change, whether that means supporting causes close to home, funding initiatives with measurable outcomes or exploring social investment opportunities that blend financial returns with positive impact. We can also help you navigate the growing field of impact investing, where your capital can support businesses and projects that align with your values.

Asset protection

Many founders want to ensure that the wealth they have created is protected for future generations.  As part of your succession planning, you may wish to consider whether you or your children should have a pre-nuptial agreement to protect your wealth in the event of divorce and ensure it can be passed on. We understand the sensitivity of these issues and how they may be best approached. We can support you in conversations with your family and advise on the preparation of an agreement tailored to suit you and your family’s circumstances.

Creating a family office

Post-exit, setting up a family office may be a solution, to assist with managing your wealth for the long-term and across multiple generations.  Family offices need advice that is as individual as the families they represent. Our team works closely with you to understand what matters most, whether that’s protecting wealth, planning for the future or navigating complex family dynamics. Drawing on deep experience across our private wealth team, we provide clear, practical support that helps you make confident decisions and adapt as your needs evolve over time. From setting up and structuring your family office through to managing investments, governance and succession, we support you at every stage of the journey. Our joined-up approach brings together expertise in numerous areas, including tax, trusts, real estate, corporate and philanthropy, ensuring every aspect of your wealth is considered and aligned. The result is simple: well-structured, resilient plans that help you grow, manage and protect your wealth for the long term.

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Family Investment Companies (FICs)

A Family Investment Company (FIC) can be a flexible way to hold and manage your family’s investment assets, combining potential tax efficiencies with succession planning and asset protection. Our teams can take you through the main structural options, key tax considerations, and the practical issues to review before deciding whether a FIC is right for you.

Find out more about FICs

“After years of building something meaningful, exiting your business opens a new chapter – one where the focus shifts from growing value to preserving it, from creating opportunities to choosing which ones to pursue. The decisions you make now will shape not just your financial future, but your legacy, your family's security and the causes you care about. With thoughtful planning and the right guidance, this can be one of the most rewarding stage of your journey.”

Emma Heelis-Adams Partner

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