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Guy Broadfield

Director

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About

Guy is a private wealth lawyer with a focus on tax and trusts work.

He specialises in advising individuals across financial services and other commercial sectors on their wealth structuring and estate planning.

His work covers complex capital gains tax and inheritance tax issues for a broad range of clients, including City executives, business owners and trustees.

Guy has a particular focus on advising entrepreneurs on exit planning and tax structuring, including the use of family investment companies, and regularly advises owners of family businesses on succession and governance matters.

Guy is the co-host of ‘Death and Taxes’, the private client podcast from Burges Salmon.

He is a member of the Society of Trust and Estate Practitioners (STEP).

Experience

High-growth renewables business: Advised the founders of a high-growth renewables business on trust planning and the availability of business relief on their shares, including a clearance application to HMRC, ahead of a significant liquidity event.
Founder client: Advised a longstanding founder client on implementing a family trust pre-sale, and negotiating the deal on behalf of the trustees with the purchaser.
Med-tech entrepreneur: Advised a med-tech entrepreneur on creating a family investment company post sale, to hold discretionary investment portfolios and rollover equity in a US LLC vehicle.
Shareholders: Advised the shareholders of Regency Purchasing Group on the sale to Foodbuy Europe Limited, which is part of Compass Group PLC.