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Business Structuring and Entity Set Up

We advise on establishing and restructuring companies, discretionary trusts and unit trusts, so that each structure supports your commercial objectives and protects your assets.

​​Our Approach

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The structure of your business affects everything from tax and asset protection to succession planning. We take the time to understand your goals, both now and in the future, before recommending a structure. Whether you’re starting out or reviewing an existing arrangement, our advice is practical, well reasoned and tailored to your circumstances.

 

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Our Process​

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  1. Discovery meeting: We discuss your business, assets, family circumstances and long-term objectives.

  2. Structure review: For existing businesses, we assess your current arrangements and identify any risks or inefficiencies.

  3. Recommendations: We outline the structuring options available to you, along with the benefits and considerations of each.

  4. Implementation: Once you’ve chosen a direction, we help establish the relevant companies or trusts and coordinate the steps involved.

  5. Ongoing review: As your circumstances change, we revisit your structure to make sure it remains fit for purpose.

 

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What We Provide

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  • Entity structuring and restructuring advice

  • Advice on establishing companies

  • Advice on establishing discretionary (family) trusts and unit trusts

  • Clear, written recommendations to support your decision making

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Entity Structuring and Restructuring

Advice on choosing the right structure, or reshaping an existing one as circumstances change.

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Company Establishment

Guidance on setting up companies correctly from the outset.

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Trust Establishment

Advice on establishing discretionary (family) trusts and unit trusts.

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