Construction and Property

Client Profile

Our client, a successful London-based property developer, had built an impressive portfolio of residential and commercial assets. With multiple projects in progress and significant capital tied up in property, they wanted to ensure their affairs were structured to support ongoing growth, inheritance planning, and long-term asset protection.

The Challenge
The client faced three pressing priorities:

  1. Optimising structure for expansion – ensuring new developments could be financed and managed efficiently without exposing personal assets.
  2. Inheritance and succession planning – putting in place arrangements to pass wealth to the next generation in a tax-efficient and controlled manner.
  3. Asset protection – safeguarding the portfolio from commercial risks, disputes, and market volatility.
Architect
Our Approach

Our Approach

Aetas Partners provided a tailored, strategic plan that addressed the client’s objectives holistically:

  • Corporate restructuring – reviewing and refining the ownership and management structures to maximise tax efficiency, flexibility, and scalability for future developments.
  • Inheritance strategy – implementing a bespoke succession plan, including trusts and governance frameworks, to ensure smooth wealth transfer while retaining control during the client’s lifetime.
  • Asset protection measures – ring-fencing high-value assets from operational risk through carefully designed holding structures and insurance strategies.
  • Liquidity and funding planning – ensuring capital could be accessed for future projects without compromising long-term financial stability.

The Outcome

The client now benefits from a clear, future-proofed structure that:

  • Supports the continued growth of their property portfolio.
  • Minimises potential inheritance tax exposure and ensures a smooth generational handover.
  • Protects high-value assets against unforeseen business and legal risks.
  • Provides flexibility to seize new opportunities while maintaining long-term financial security.

Conclusion

By integrating growth planning, succession strategy, and asset protection, Aetas Partners delivered a robust framework that empowers the client to expand with confidence, safeguard their legacy, and protect their family’s wealth for generations to come.