Wealth Protection

Wealth Protection Services

At Chandler & Partners, we provide expert wealth protection services to help safeguard your assets, minimise tax liabilities, and secure your financial future.

Wills & Estate Planning
A well-structured will ensures your assets are distributed according to your wishes, protecting your family from legal and financial complications.

Lasting Power of Attorney (LPA)
An LPA allows trusted individuals to manage your affairs if you become unable to. We assist with:

  • Property & Financial Affairs LPA – Covers property, investments, and financial decisions.
  • Health & Welfare LPA – Ensures medical and personal care decisions align with your best interests.

Protecting Assets from Long-Term Care Costs
Long-term care expenses can deplete your wealth. Our asset protection wealth management strategies help safeguard your estate.

Inheritance Tax (Bloodline) Planning
We create tailored plans to reduce inheritance tax and ensure your wealth is passed down efficiently to future generations.

Trusts for Wealth Protection
Trusts help secure family assets, minimise tax burdens, and protect wealth from divorce or other financial risks.

Business Succession Planning
For business owners, we offer succession planning to ensure a smooth transition, reduce tax implications, and protect your company’s legacy.

Exit Planning

Planning your business exit strategy in advance ensures a smooth transition while maximising financial returns and minimising tax liabilities. Whether you’re considering a share sale, goodwill or asset sale, management buy-out, family succession, or business closure, our expert guidance helps you achieve the best possible outcome.

With extensive experience in business exit planning, we provide tailored strategies that align with your goals. We also integrate key services such as business valuations, tax planning, and wealth management to optimise your exit process. The earlier you start planning, the more control you’ll have over the transition.

Business Plans

A well-structured business plan is essential for growth, securing funding, and attracting investors. Whether you're expanding, leasing premises, or seeking finance, a solid plan ensures clarity and confidence.

At Chandler & Partners, we help craft comprehensive business plans, including financial projections such as profit and loss statements, cash flow forecasts, and balance sheets. Our service is efficient, professional, and comes with a fixed fee agreed in advance, ensuring transparency from the start.

Raising Finance

Securing the right business finance is crucial for growth, whether you need funds for property, equipment, or working capital. At Chandler & Partners, we leverage our strong connections in the banking and finance industry to help you access the most suitable funding options.

From traditional loans to alternative financing solutions, we guide you through the process, ensuring a smooth and efficient experience tailored to your business needs.

Confirmed in a detailed report with practical advice on how to recover all your lost revenue and profits by dealing with the root causes.

Ask for a Free Business Assessment

Business Valuations

Understanding your business's true worth is essential for exit planning, investment, mergers, or tax purposes. Whether you're a Limited Company, LLP, or Sole Trader, our experts provide accurate, market-driven valuations tailored to your specific circumstances.

We ensure that your business valuation reflects both current market conditions and long-term financial potential, helping you make informed strategic decisions.

Wills & Power of Attorney

Planning for the future is essential to protect both your business and personal assets. At Chandler & Partners, we provide expert guidance on wills and lasting power of attorney (LPA) to ensure a smooth transition of control in case of unforeseen circumstances.

Our goal is to safeguard your business operations and protect your wealth, minimising disruption and ensuring your financial affairs remain in trusted hands.

Estate and Bloodline Planning

Without proper bloodline planning, a significant portion of your children’s or grandchildren’s inheritance could be lost due to tax liabilities, divorce, or long-term care costs.

At Chandler & Partners, we use strategic trusts to safeguard family wealth, ensuring your assets are preserved for future generations. Our expertise helps protect property, savings, and investments, keeping them within your family and minimising financial risks.

Here's what our clients have to say...

“The best business partner you ask for, Chandler & Partners has enabled us to grow with confidence.”

Xav Baker - Co Founder & Managing Director, Isle Of Wight Distillery Limited

“Damien has great knowledge of the  industry and has helped us open a new restaurant, his monthly reports enable us to run our business successfully with no surprises.”

Tom - Founder & Managing Director, Truffle Brother London Limited

We'd love to hear from you!

If you would like to book a consultation or have a general enquiry we’d love to hear from you. Please fill in the form and we’ll get back to you as soon as possible

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