Post-exit
Strategic advice as you navigate what comes next.
“Exiting your business is just the beginning of what’s possible.”
Emma Heelis-Adams Partner
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Exiting your business marks a significant achievement and presents new opportunities, giving you the freedom to reflect on your ambitions and plan for the future.
Whether your priorities are wealth management, exploring new ventures or making a meaningful impact through philanthropy and charitable giving, our team will work closely alongside you to provide the guidance and expertise you need as you navigate life post-exit.
Key areas we support
- Structuring your post-exit wealth efficiently: we help you organise your wealth using tailored solutions that support long-term financial goals and protect your assets.
- 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.
- Family governance and succession strategies: we advise on long-term trust and company structures to support your family’s succession plans and ensure your legacy is passed on with clarity.
- 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 overseas.
- 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 previous experience: we help you apply the insights from your previous business success to shape your next opportunity – 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 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 which is thoughtful and effective – from supporting causes close to home to exploring social investment opportunities.
- Structuring your post-exit wealth efficiently: we help you organise your wealth using tailored solutions that support long-term financial goals and protect your assets.
- 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.
- Family governance and succession strategies: we advise on long-term trust and company structures to support your family’s succession plans and ensure your legacy is passed on with clarity.
- 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 overseas.
- 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 previous experience: we help you apply the insights from your previous business success to shape your next opportunity – 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 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 which is thoughtful and effective – from supporting causes close to home to exploring social investment opportunities.
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