Equity Exchange Vehicle
An Equity Exchange Vehicle (EEV) is a structure that allows ownership to be reorganised or transferred without creating an immediate tax event. It is useful when bringing in partners, separating assets, or clarifying ownership arrangements.
The vehicle provides a framework for control, clarity, and flexibility, rather than acting as a financial product. Decisions remain deliberate and documented, reducing confusion or conflict down the line.
How it works:
- Creating a separate holding entity
- Transferring existing equity into that entity
- Defining rights, obligations, and governance for each participant
- Allowing for future transitions, sales, or new investment without disruption
When designed carefully, it gives clients options rather than forcing a single path. It is especially helpful for families, business owners, or investors seeking clarity, flexibility, and compliant ownership structures.
Reduce Tax
- Reduce Inheritance Tax – Protect your family for future generations.
- Business Exit – Mitigiate unnecessary taxation on the sale of business assets or shares.
- Reduce your exposure to personal and corporation taxation without having to leave the UK (unless you want to).
Protect:
- Safeguard your wealth from bloodline loss (protect your estate from being lost to a child’s future ex-spouse after divorce).
- Include the next generation in your plans now, well beyond simple Wills and Trusts.
If you’re a High Net Worth Individual and haven’t had your financial structure optimised to reduce taxes and protect your wealth, now is the time to act.
Why Choose Infinitus Consulting?
Infinitus Consulting provides specialist advice in tax planning, asset structuring and long term wealth management for business owners, investors and private clients. The firm focuses on building compliant, well governed structures that protect assets, support growth and stand up to regulatory scrutiny. Work is grounded in evidence, not opinion, with each recommendation shaped by legislation, case law and commercial reality.
Tom Cardwell founded Infinitus Consulting with a clear objective: to offer technically sound advice that clients can rely on over decades, not just tax years. His work is centred on accuracy, durability and accountability, with every structure designed to be understood, defensible and fit for purpose.
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