- working with the CEO of a global brand to align their succession planning with their business interests
- setting up tax-efficient structures for an entrepreneur who wanted to keep control over business assets while mitigating inheritance tax liability
- assisting a family business to align the goals for the business with the expectations of family members some of whom were involved in the company and some who were not
- advising on an efficient way of equalizing assets for a family who needed to pass on many of the assets through the rules of primogeniture but who wanted their other children to receive an inheritance
- advising on the setting up and running of charitable structures in England and outside England for a wealthy family
- utilising Business Property Relief and Agricultural Relief for a land-owning family with diverse business and farming interests