Family Business Inheritance Tax Strategy

I run a number of family-owned businesses and want to be certain the legacy we pass on is protected from unnecessary inheritance tax. Our share structures, (specifically for one property owning business) and articles of association have not been set up properly so this needs review and advice for change accordingly. I need a seasoned tax adviser to: Review the family investment company status This includes the articles of association, current shareholders list and asset incorporation review Review of family trust creation for introduction into the ownership structure – including deed and taxation implication (inheritance tax, capital gains tax and income tax) If necessary, recommendations for change of corporate structure to ensure the company meets your intended needs Cash extraction considerations both currently and, if necessary, under a new corporate structure Current estimated inheritance tax (IHT) liability based on your asset list This includes commentary on common relief availability High-level estate planning taxation considerations for your property portfolio and liquid assets. The taxes covered will include inheritance tax, capital gains tax, income tax, stamp duty land tax and value added tax. The considerations will include, but are not limited to, the following: Further property incorporation in FIC or new company The application of trusts to your situation Alternative investment opportunities Gifting of assets • Review all current company documents, trust deeds and related schedules, then map out our present inheritance-tax position. • Highlight weak spots or redundant mechanisms inside those structures, referencing the latest HMRC guidance and relevant case law. • Propose a clear, step-by-step plan for minimising future inheritance tax—whether that involves Business Relief, Family Investment Companies, updated shareholder agreements, lifetime gifting, or other compliant routes—and show indicative savings for each action. • Deliver a concise written report (PDF/Word) plus a 60-minute video call to walk me and my accountant through your recommendations and answer follow-up questions. Ideally you already work with family businesses and are comfortable modelling scenarios in tools such as TaxCalc, CCH or robust Excel templates. An NDA will be signed before you see our numbers, and I’d like a first draft within one week of hire, with the final report and call the week after. If you can provide recent examples of similar advisory work and outline your approach, that will help me assess fit quickly.

Project ID: 40304305