0121 769 0005
wealth@privatewealthtrust.co.uk

Private Wealth Trust

We have over 100 years experience of protecting and maximising wealth for our clients

The Crucial Question

Who will run my business tomorrow if I can’t?

You've built a successful business and invested wisely over several decades. You've sought advice from accountants, solicitors, and financial advisors to minimize inheritance taxes and plan asset distribution in the event of serious illness or death. But have you safeguarded the operational value of your business?

Who will run your business
if you no longer can

PWT’s Research Found

01

98% OF OWNERS COULD NOT

Answer how their business would continue to run without them

02

97% OF OWNERS DO NOT

Have a business continuity plan in case of serious illness or death

03

94% OF OWNERS HAVE NOT

Separated the value of physical assets like buildings and the goodwill value of their business

04

92% OF OWNERS COULD NOT

Answer how personal guarantees would be paid if they were unable to operate their business

05

91% OF OWNERS WERE UNSURE

If their family would want to or COULD run their business

06

90% OF OWNERS WERE UNSURE

How to protect their income in case of serious illness or death

Can Any of your advisors
run your business profitably

In Our Experience

When you are unable to work

Income Requirement Increases | Capital value can fall Significantly

Call us for a Confidential Discussion

Our Bespoke Solutions

We offer comprehensive solutions to:

Protect Your Family

Maintain Business Value

Safeguard Asset Value

Maximize Income from Assets

Maximize Capital Value

Protect Your Family

Maintain Business Value

Safeguard Asset Value

Maximize Income from Assets

Maximize Capital Value

With over 100 years of experience, we ensure long-term value and protection for your assets.

How we maximize your wealth

Call us for a Confidential Discussion

Protecting Value of Your Family Home

Our research indicates that your family house sold by your “Estate” can fall by over “30%” within days

How Business Value can collapse within days

The value of your business can fall by over 90% in 90 days after you no longer able to run it

Value Collapse's due to

  • Lack of Management
  • Buyer sense that “it’s Bargain Time”
  • Lack of direction from the “Key Man”

Why we are different?

Unrivaled Experience, We are unique

We provide capital and professional advice

We only earn when we protect your wealth

Call us for a Confidential Discussion

Private Wealth Trust , Lumaneri House, Blythe Gate, Blythe Valley Park, Solihull, B90 8AH

Private Wealth Trust © 2024. All Rights Reserved

Private Wealth Trust is a trading name of Private Wealth Protection Limited, company registration no. is 15878573