You have a successful business or personal wealth. But how much time do you spend thinking about managing and protecting your assets, planning your estate or making sure you’re not paying too much tax?

We can help you clarify and take stock of your goals — and then help you achieve them. Here are some of the services we offer to help you to make the most of your success.

How we can help

Succession planning – your business may be your family’s largest asset, so it’s important to consider all your options before moving on to the next stage of your life. We can work with you to decide whether or not to sell the business — or to transfer it to your family, management or employees. We can also help you plan your departure, calculate your financial needs and create your retirement and exit plans.

Estate, wills and trusts –  there are a number of strategies you can use to make sure your hard-earned assets are managed and transitioned onto the next generation in the manner in which you desire. We can work with you to develop a plan for the distribution of wealth to your dependants and advise you on how you can use family and other trusts to protect your wealth and reduce future tax liabilities.

Charitable giving – one of the most fulfilling benefits of having a successful business is being able to share your wealth. If you choose to use a portion of your wealth to advance charitable causes, we’ll  help you identify your charitable goals and create a plan for giving. Whether you use a foundation, a trust, or other vehicles for giving, we can help you make the best decision — from both a personal and tax-planning perspective. We can assist in establishing and managing private foundations for you.

Talk to us

Meet our team of PwC Private Business advisers.

Want to know more?