Post-exit
Planning what’s next – for your wealth, your time, and your legacy.
“Exiting your business is just the beginning of what’s possible.”
Emma Heelis-Adams Partner
Exiting your business is a major milestone, but it’s not the end of the journey.
Whether you’re thinking about how to manage your wealth, reinvest in new ventures, or give back, we’re here to help you navigate the next chapter with clarity and confidence.
Key areas we support
- Structuring your post-exit wealth efficiently:
We help you organise your wealth using tailored structures that support long-term financial goals and reduce unnecessary tax exposure. - Capital gains and inheritance tax planning:
Our team advises on strategies to manage CGT and IHT, helping you preserve more of your wealth for future generations. - Trusts, family governance, and succession strategies:
We support the creation of trusts and succession plans that promote family harmony and ensure your legacy is passed on with clarity.
- Advising on angel investing, venture capital, or starting a new business:
Whether you’re supporting other founders or building something new yourself, we offer practical guidance on how to approach investment opportunities or set up your next venture with confidence. - Structuring new ventures with lessons learned from your first:
We help you apply the insights from your previous business journey to shape your next venture – from ownership and governance to risk management and growth strategy.
- Setting up charitable foundations or donor-advised funds:
We help you establish charitable structures that reflect your values, whether that’s a foundation or a donor-advised fund, with clear governance and long-term impact in mind. - Strategic philanthropy and impact investing:
Our team works with you to shape a giving strategy that’s thoughtful and effective – from supporting causes close to home to exploring social investment opportunities. - Gifting to family or causes that matter to you:
Whether you’re passing on wealth to loved ones or supporting a cause you care about, we’ll help you do it in a way that’s meaningful, well-structured, and tax-efficient.
- Relocation and residency planning:
If you’re considering a move post-exit, we can help you navigate the legal, tax and lifestyle implications of relocating – whether within the UK or internationally. - Lifestyle structuring and asset protection:
We work with you to shape a lifestyle that reflects your new priorities, while ensuring your assets are protected and your affairs are well organised. - Planning how to use your time meaningfully post-exit:
Whether it’s travel, philanthropy, mentoring, or simply taking a step back, we help you plan how to make the most of your time after exit.
- Structuring your post-exit wealth efficiently:
We help you organise your wealth using tailored structures that support long-term financial goals and reduce unnecessary tax exposure. - Capital gains and inheritance tax planning:
Our team advises on strategies to manage CGT and IHT, helping you preserve more of your wealth for future generations. - Trusts, family governance, and succession strategies:
We support the creation of trusts and succession plans that promote family harmony and ensure your legacy is passed on with clarity.
- Advising on angel investing, venture capital, or starting a new business:
Whether you’re supporting other founders or building something new yourself, we offer practical guidance on how to approach investment opportunities or set up your next venture with confidence. - Structuring new ventures with lessons learned from your first:
We help you apply the insights from your previous business journey to shape your next venture – from ownership and governance to risk management and growth strategy.
- Setting up charitable foundations or donor-advised funds:
We help you establish charitable structures that reflect your values, whether that’s a foundation or a donor-advised fund, with clear governance and long-term impact in mind. - Strategic philanthropy and impact investing:
Our team works with you to shape a giving strategy that’s thoughtful and effective – from supporting causes close to home to exploring social investment opportunities. - Gifting to family or causes that matter to you:
Whether you’re passing on wealth to loved ones or supporting a cause you care about, we’ll help you do it in a way that’s meaningful, well-structured, and tax-efficient.
- Relocation and residency planning:
If you’re considering a move post-exit, we can help you navigate the legal, tax and lifestyle implications of relocating – whether within the UK or internationally. - Lifestyle structuring and asset protection:
We work with you to shape a lifestyle that reflects your new priorities, while ensuring your assets are protected and your affairs are well organised. - Planning how to use your time meaningfully post-exit:
Whether it’s travel, philanthropy, mentoring, or simply taking a step back, we help you plan how to make the most of your time after exit.
A trusted partner for the long term
We’ve advised founders not just through exits, but through what comes after: helping them protect their wealth, define their legacy, and shape their next move. Whether you’re ready to take a step back or already thinking about your next venture, we’re here to support you.
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