Simon Treherne Partner - South Coast
“Leading Individual, Simon specialises in advising entrepreneurial private clients on all issues affecting them as founders an owners of large private businesses.”
Simon specialises in advising entrepreneurial private clients on all issues affecting them as founders and owners of large private businesses.
Main areas of practice
As the head of the firm's Corporate department for the last nine years, he has advised family companies and owners of many of the leading private businesses and agricultural businesses on the South Coast.
His practice involves all aspects of being an owner - financing, family trusts, succession and tax issues, sale and purchase of companies and businesses, company and partnership law and management incentivisation.
Simon has many clients in Hampshire, West Sussex and on the Isle of Wight.
They have included the owners of companies such as Jobsite Limited, G A Day Limited, Jayhard Holdings Limited, Sunseeker International Limited, Vitacress Salads Limited and more recently entrepreneurs such as the founders of the TescoCars website and a growing number of successful agricultural businesses and partnerships.
Simon works closely with specialists in Blake Morgan's Private Client, Corporate and Tax teams, providing a single point of advice for clients on their businesses which typically involve many overlapping practice areas and competing issues, but where the position of the owners is paramount and their long-term interests must always be kept in mind.
Significant cases: recent transactional experience includes:
- Advising the founders of Auto Online on securing significant strategic investment from Tesco and the launch of TescoCars.com
- The formation of family investment companies
- The sale of substantial shareholdings in private companies.
Related Knowledge & Resources
On 10 August the Government published its response to a consultation on the taxation of termination payments. Lisa Wallis and Ruth Christy consider the Government's plans in more detail and their implications.
As property prices continue to soar across the UK, the dream of owning a home appears to be slipping away from a vast number of under 35’s. Unsurprisingly, the 'Bank of Mum and Dad' seems a very attractive option.
Member communications and the need for employers to provide key pensions information brought into focus in a recent determination by the Pensions Ombudsman.
A recent determination by the Pensions Ombudsman against the Police and Crime Commissioner of South Wales and pension administrator Capita has brought member communication obligations into sharper focus.
A guide to the reasons why it may not be desirable to leave assets directly to a beneficiary on your death.
On accepting a position as a trustee, a person must be aware of the duties imposed on him by the trust deed and by statute. The following is a non-exhaustive overview of the principal duties of a trustee.
The discretionary trust is a very flexible form of trust.