Entrepreneurs and investors

A first-class private client firm.

The Legal 500
Private Client and Tax

Entrepreneurs and serial investors are as individual as the issues they face. The Penningtons Manches Cooper team understands that each problem requires a unique solution and knows that a good understanding of our clients requirements – both for the short and strategic long term – is as vital as delivering the solution.

Our team offers cost effective, pragmatic advice utilising the latest planning techniques to address investment into a business, structure that holding, exit from a business and ensure asset protection for those involved in risk-based activities.

We provide a comprehensive service focused on solutions-driven advice on income tax, capital gains tax and inheritance tax. Our team utilises the latest methodologies in an innovative and flexible way to ensure that our clients obtain the best possible outcomes to protect, enhance and, ultimately, realise their investments.

We offer expert advice on:

  • investment into a business
  • tax planning for income, capital gain and inheritance tax
  • exit strategies for sale
  • advice on investment issues prior to MBOs and MBIs

Recent work highlights

Business angel investment

Advising on reinvestment post exit, utilising tax reliefs as part of the selling shareholder’s personal tax and estate planning.

Strategic advice for start-up entrepreneurs

Launching three new business ideas with bespoke funding: one using family trust investment; one using otherwise taxable foreign income; and one using partly paid shares – all as part of an overarching strategy.

Sovereign state partnership

Advising on the establishment of a trust to hold company shares relating to a business partnership with a sovereign state and the exploitation of the natural resources of that state.

Related expertise

Penningtons Manches Cooper LLP

Penningtons Manches Cooper LLP is a limited liability partnership registered in England and Wales with registered number OC311575 and is authorised and regulated by the Solicitors Regulation Authority under number 419867.

Penningtons Manches Cooper LLP