‍Managing your investments in a tax efficient manner goes hand in hand with the creation of suitable vehicles with which to do so, particularly in the context of passing on family wealth.

EXE Capital Management brings together professionals from tax, accountancy and legal backgrounds to advise on appropriate structures and are equally happy to work with your own advisers.

Services include:

EXE Capital Management supports business owners and entrepreneurs throughout their evolution, whether preparing for a future sale or exploring succession planning.

Working alongside a trusted network of specialists, including investment bankers, corporate accountants and legal advisors, we help you navigate the transition from business ownership to personal wealth.

Our goal is to ensure a seamless process that leads to a tax efficient investment strategy for you and your family.

For generations, farming has been more than a business - it’s been a way of life, a source of pride, and a legacy passed down through the family.

But with recent changes to Agricultural Property Relief (APR), many long-standing strategies - such as selling land for development and reinvesting in other farms - are no longer as effective or tax-efficient as they once were.

As a result, more families are now considering selling up entirely. It’s a deeply personal decision, often accompanied by concerns about identity, legacy, and how best to provide for future generations.

At EXE Capital Management, we understand the emotional and financial weight of leaving the farm behind. Our role is to help you approach this transition with clarity and confidence - balancing the financial advantages of a sale with your desire to protect and provide for your children and heirs.

We’ll help you :

• Structure the sale in a tax-efficient way
• Minimise the impact of Inheritance Tax (IHT)
• Reinvest the proceeds into a new, resilient family enterprise
• Create long-term income and value across generations

Whether you’re looking to exit completely or simply unlock the value built up over a lifetime, we’re here to help you preserve what matters most - your family’s future.

Life events such as divorce, separation, or bereavement can be overwhelming. It is at this challenging time that our Family Division at EXE Capital Management can be called upon to offer compassionate financial advice to help you move forward with confidence.

• Divorce & Separation – We work alongside solicitors and divorce coaches early in the process to support fair settlements and long-term financial independence.
• Bereavement – We guide clients through estate matters and financial restructuring during times of loss.
• Tailored Support – We adapt our approach for neurodiverse clients and those facing mental health challenges, ensuring advice is always accessible and reassuring.

Our focus is on clarity, trust, and long-term security. We will be here for you now and in the future giving you the confidence to build the life you choose.

EXE Capital Management works closely with independent mortgage brokers who have access to a wide range of lenders and Private Banks for both residential and commercial properties.

In recent years the mortgage market has opened up significantly to include investment backed lending and pooling family income to help children get onto the property ladder.

Please note that if the value of the investment falls in relation to the agreed loan facility, the loan may need to be repaid in full. The Provider will take a charge over your investments and you will be unable to make any withdrawals from your charged investments without prior approval from the bank. Rates and charges will apply.

Terms and conditions apply; please ask for more details.

Through EXE Capital Management's extended network of specialist partners, we can also support with ;

Property and real estate advice, (acquisition, structuring and management and co-investing)
Art & collectible investment guidance
Specialist insurance & risk protection

Managing wealth successfully over generations means more than just growing investments - it also means preparing the next generation to make wise decisions and to carry forward the values and vision of the family.  We can help families in helping younger members become confident , informed and responsible stewards of their wealth.