We get your future plans

You can't always separate personal and business which is why our teams can advise you on both. We are your PwC

Lee Waterson, Private Business Wales and great listener

It's a given Lee listens to his clients. When your longer term ambitions involve both family and your business, he has to know your bigger picture. So when Reid Lifting, the leading designer and manufacturer of innovative lightweight, portable lifting systems were ready to think about the longer term, Lee listened to where the business was going. Reid Lifting were looking to step up their continued innovation and growth, focusing on building up their customer base both here in the UK and overseas. Lee helped them put in place a flexible, family shareholder structure, incentivise management as well as maximise their R&D tax relief and patent box claims to make sure they were ready for the next level.

Sometimes it's more than simply preparing a business for growth, it’s also about protecting your personal and family's wealth for future generations. So when personal and business are intertwined, our experienced local team of private business and private client experts are on your doorstep working together to do the heavy lifting so you can focus on the success of your business and your family.

“Lee and his team at PwC provide us with expert and tailored advice on a wide range of tax issues. He helps us to maximise the return on innovation in the company and also structure our family holdings in a way that is both tax efficient and should protect hard earned assets for future generations.”

Nick Battersby, Managing Director Reid Lifting

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