We are actively involved in helping clients who have issues with:

• Ensuring the continuance of their business in the event of their death or incapacity
• Planning for a sale of their business in preparation for retirement
• The need to restructure a business or business group for asset protection and or future succession or sale
• Re-classification of shares within a business with a view to future succession or sale
• Agricultural and Farming Business succession
• Maximising Inheritance Tax reliefs
• Preserving and passing their wealth to their chosen beneficiaries
• Personal asset protection in the event of incapacity
• Making provision for all those necessary in complicated second, third and more marriage / family scenarios
• Seeking asset protection from generation to generation
• Gifting assets in a tax efficient manner
• Protecting assets for disabled or vulnerable beneficiaries
• Trust planning, Trust administration, Trust amendment, Trust termination and Trust taxation
• Employee Benefit Trust issues

For the multiple property owning Landlord we can advise upon

• Incorporating property businesses;
• Re-structuring property businesses to maximise Tax opportunities 

No two clients are the same and therefore no two solutions are the same. We do not use Tax Schemes to shoehorn clients into non personalised schemes which may fail to provide the right solution.

We will devise a strategy to suit your needs over the short and longer term and continue to implement your planning in the years ahead and to assist those who will take over from you on retirement, incapacity and death.

As a regulated legal firm in addition to providing Strategic Tax Planning advice we are able to undertake regulated legal activity drafting all necessary legal documentation to accompany a client’s planning solution in house.

Trustee Facility

Many asset protection and succession solutions involve the use of Trusts. Used in the correct manner Trusts should not be daunting or overly complicated.

Oldgate Trustees being a Trust Company can act as a professional Trustee as well as providing assistance in:

• Trust Creation;
• Trust Administration;
• Trust Taxation;
• Trust Variation; and
• Trust Termination.