We advised a property investment company owned by four shareholders who had built up a portfolio over several years, with net assets valued at approximately £10 million. As the shareholders approached retirement and their children began taking a more active role in the business, they decided to go their separate ways and manage their own interests independently.
We successfully implemented a tax-efficient demerger, restructuring the company so that each shareholder now owns their own property investment company. This was achieved without triggering Capital Gains Tax (CGT) or Stamp Duty, preserving the full value of the assets for each party.
Following the demerger, we continue to support the clients with succession planning. Our focus is on ensuring that company shares are passed on to the next generation in the most tax-efficient manner, helping to secure long-term family wealth.
