Asset structuring
As a managing director and majority shareholder, you’ve likely accrued assets both within your company and privately. The key question is: what will you do with that wealth? Will you transfer it, grow it, or preserve it? And what strategy will you use? Perhaps you’re considering retiring early, or investing in the sustainability of your company.
Asset planning is not just about business growth, but also about your personal goals and dreams. Gaining insight into your overall financial position will reveal your full range of options to optimise your assets. Together, we'll assess the impact of possible decisions, so you can make the most of your business and personal assets.
Frequently Asked Questions
We often see business owners only start thinking about wealth structuring when they’re preparing to step away from the business or during a business transfer. That’s a missed opportunity. There are often tax advantages and growth potential to be gained much earlier. We’re happy to help you structure your assets in a tax-efficient way. Some common questions we can help you with include:
- Does my financial position align with my personal goals and wishes?
- Is my wealth structured in the most tax-efficient way?
- Will I have sufficient financial resources after selling my business?
- Can I use my assets to invest in making my company more sustainable?
- How can I use my wealth to support my (grand)children?
- Are there ways to reduce inheritance tax during my lifetime?
- Are there options to anonymise or limit the visibility of my wealth?
To answer these questions properly, we will first assess and analyse your current assets. The results are summarised in a clear and structured asset plan.
