The Business Owner’s Guide to Multi-Generational Wealth Planning

Many entrepreneurs focus on building the business – but neglect how that wealth will serve their family for decades after they’ve stepped back.

The Risks of Not Planning

• Wealth lost to IHT.
• Poor investment decisions after your exit.
• Family disputes over inheritance.

The Solution

1. Clear Ownership Structure – Decide how business and personal assets will be held.
2. Tax-Efficient Exit Strategy – Minimise tax on sale or succession.
3. Investment & Income Plan – Ensure proceeds last through retirement.
4. Family Governance – Agree how wealth will be used across generations.

The Hartey Wealth Management Edge

With ISO 22222 and BS 8577 standards, we specialise in ensuring that when you pass the baton, the race continues for generations.

If you want your business success to benefit your family long after you’re gone, let’s plan it now.