Simon Treherne

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.

Clients

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.

Significant experience

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.

Expertise

• Court of Protection
• Pensions
• Tax Planning
• Trusts
• Probate and the Administration of Estates

Career

Simon qualified in 1986 and worked in London and Reading before joining the firm.