0121 769 0005
wealth@privatewealthtrust.co.uk

Private Wealth Trust

We have over 100 years experience of protecting and maximising wealth for our clients

The Crucial Question

Who will run my business tomorrow if I can’t?

You've built a successful business and invested wisely over several decades. You've sought advice from accountants, solicitors, and financial advisors to minimize inheritance taxes and plan asset distribution in the event of serious illness or death. But have you safeguarded the operational value of your business?

Who will run your business
if you no longer can

PWT’s Research Found

01

98% OF OWNERS COULD NOT

Answer how their business would continue to run without them

02

97% OF OWNERS DO NOT

Have a business continuity plan in case of serious illness or death

03

94% OF OWNERS HAVE NOT

Separated the value of physical assets like buildings and the goodwill value of their business

04

92% OF OWNERS COULD NOT

Answer how personal guarantees would be paid if they were unable to operate their business

05

91% OF OWNERS WERE UNSURE

If their family would want to or COULD run their business

06

90% OF OWNERS WERE UNSURE

How to protect their income in case of serious illness or death

Can Any of your advisors
run your business profitably

In Our Experience

When you are unable to work

Income Requirement Increases | Capital value can fall Significantly

Call Us for a Confidential Discussion

Our Bespoke Solutions

We offer comprehensive solutions to:

Protect Your Family

Maintain Business Value

Reduce Your Tax Liabilities

Safeguard Asset Value

Maximize Income & Capital Value

Protect Your Family

Maintain Business Value

Safeguard Asset Value

Maximize Income from Assets

Maximize Capital Value

With over 100 years of experience, we ensure long-term value and protection for your assets.

The Inheritance & Capital gains Tax Trap
our fully managed solutions could reduce your tax liability to zero

40% of Your Wealth Could be Lost to Taxes After You’re Gone!

Without proper planning, almost half of your hard-earned wealth could disappear in taxes.

Properties and assets lose significant value due to tax burdens

house

Reduced Capital

Income streams left behind may no longer support your family

reduce

Decreased Income

How we Maximise Your Income

Call Us for a Confidential Discussion

Protecting Value of Your Family Home

Our research indicates that your family house sold by your “Estate” can fall by over “30%” within days

How Business Value can collapse within days

The value of your business can fall by over 90% in 90 days after you no longer able to run it

Value Collapse's Due to

  • Lack of Management
  • Buyer sense that “it’s Bargain Time”
  • Lack of direction from the “Key Man”

Why we are Different?

Unrivaled Experience, we are unique

We provide capital and professional advice

We only earn when we protect your wealth

Our Industry Sector Experience

WE HAVE ADVISED AND HAVE RETAINED CLIENTS IN A RANGE OF INDUSTRIES

Leisure & Hospitality

Leisure & Hospitality

Manufacturing

Manufacturing

Professional Services

Professional Services

Real Estate & Construction

Real Estate & Construction

Technology & Telecom

Technology & Telecom

Farming & Food Processing

Farming & Food Processing

Our Expertise

CLIENT CONFIDENTIALLY IS PRIMARY AS PROTECTING AND ENHANCING A CLIENT'S PERSONAL AND BUSINESS ASSETS IS A VERY PRIVATE AFFAIR.

The Client Issue

We were engaged by a regional owner of restaurants and pubs during an emergency period of ill health.

The Client’s Worries

  • How the business would be managed while he couldn’t work
  • How the business would be passed on to the family in the event of non-recovery
  • How to protect income for his family
  • Who could provide immediate management manpower to step into a leadership role

Our Solution

  • Provided a short-term working capital loan to stabilise the business.
  • Secured business assets for the family, including property, goodwill, and intellectual property.
  • Delivered a managed service solution guaranteeing minimum income for the owner and his family.
  • Ensured the owner now receives a protected income of 18% of the business’s net asset value.
  • Arranged an option to buy the business, allowing the family flexibility between capital or income in a critical event.
  • Solutions were optimised for Capital Gains and Inheritance Tax

The Client Issue

  • We were engaged by the owner of an automotive manufacturing business.
  • The client had previously sought the help of various business sale agents and corporate finance brokers for wealth planning.

The Client’s Worries

  • Business continuity in case of incapacity or planned absence
  • Succession planning for the business
  • Access to a management solution that would enable early retirement

Our Solution

  • Developed an “Emergency Business Protect and Continuity Plan” in collaboration with the owner and senior management
  • Secured the owner's non-business assets for long-term income
  • Delivered a managed service solution ensuring guaranteed minimum income for the owner and his family
  • Ensured the owner now receives a protected income of 14% of the business’s net asset value

The Client Issue

  • We were engaged by a client facing financial ruin due to over-expansion and withdrawal of backing by a financial supporter.
  • The client, over 70 years old, needed to secure retirement and inheritance for his family.

The Client’s Worries

  • Overcome the serious financial challenges facing the business
  • Safeguard the family home
  • Create a long-term income source for personal retirement
  • Establish a steady income stream for his family

Our Solution

  • Negotiated with all commercial lenders to secure ownership of the farm for the family
  • Deployed an interim management team to stabilise the business
  • Restructured the business to focus on profitability
  • Provided a fully managed “Management and Finance Department” to allow operations without daily owner involvement
  • Transformed the business from a loss-making unit to generating a 17% return on net asset value

Call Us for a Confidential Discussion

Private Wealth Trust , Lumaneri House, Blythe Gate, Blythe Valley Park, Solihull, B90 8AH

Private Wealth Trust © 2024. All Rights Reserved

Private Wealth Trust is a trading name of Private Wealth Protection Limited, company registration no. is 15878573