A Shoreditch trust for founder equity, drafted before the exit
A Shoreditch founder whose company may be worth £30 million at exit is holding equity that will cause an enormous IHT bill if succession is not planned. Trust structures set up before the company value is realised can shift significant value out of the taxable estate, but they require specialist drafting and timing.
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Why Shoreditch trust planning has to happen before the exit, not after
A Shoreditch founder with early-stage equity worth £500,000 can settle shares into a trust at relatively low IHT cost. The same shares worth £15 million after a funding round create a much bigger tax-inclusion problem that trust planning cannot easily reverse. Timing matters more in Shoreditch trust planning than almost anywhere else.
Business property relief is central. Qualifying unlisted company shares attract 100% BPR on death or within trust structures, subject to conditions. A trust that holds BPR-qualifying shares can preserve the relief through succession, potentially saving enormous IHT at the founder's eventual death or within the trust lifecycle.
Digital assets add a parallel planning dimension. A Shoreditch founder with significant cryptocurrency holdings needs trust structures that can validly hold digital assets, manage private key custody, and distribute to beneficiaries in ways that respect both security and succession objectives.
The Shoreditch trust structure that preserves BPR on £20 million of growth
Qualifying business property attracting 100% BPR, held in a trust structure before a major valuation event, can grow inside the trust without adding to the founder's taxable estate. On an eventual exit at £20 million, this can represent £8 million of IHT saving compared to holding the shares personally. Specialist Shoreditch advisors handle this structure for founders at appropriate stages.
Who commissions trust planning in Shoreditch
The Shoreditch trust planning process, timed around company milestones
Free initial consultation to discuss your Shoreditch situation and objectives
Specialist matched to your service need and area profile within 24 hours
Detailed instructions gathered, draft prepared, and review arranged on your schedule
Final document signed, witnessed, and stored with guidance on periodic review
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Get Trust Planning advice in Shoreditch
If your Shoreditch equity is growing faster than your estate planning, a trust structure set up at the right stage can preserve significant value from eventual IHT. We will match you with a specialist advisor who understands both founder equity and UK trust law.