Succession planning for business owners

Good planning will ensure your business is dealt with according with your wishes, once you are no longer able or willing to be involved.

How we can advise you

Succession planning isn’t just about making a will. It’s about devising a strategy to ensure that the benefit of your assets passes to the right people at the right time and that the right controls are in place when that happens.

We specialise in advising clients on the best way to pass on their business assets, whether during their lifetime or on their death.

We take the time to get to know you and your priorities. These can be to ensure their business can continue running without you or that the business can be sold, in a smooth manner and without unexpected problems or liabilities.

How our team will work with you

Our aim is simple: to deliver a service that allows our clients to protect, develop and ultimately pass on their wealth with complete peace of mind.
We believe in forming strong working relationships with our clients, taking the time to understand a client’s financial and family circumstances so we can offer clear, practical advice. In many cases we have acted for several generations of the same family, and much of our work comes from word of mouth referral from existing clients and other professionals.
As members of the Society of Trust and Estate Practitioners (STEP) we are at the forefront of legal developments and best practice in wealth management.
Our clients

Our clients are mostly private individuals from the UK and overseas and include entrepreneurs, company directors, land-owners, fellow professionals and their families. We also act for trustees and charitable organisations.
We are invited by Camelot to provide advisory services to National Lottery winners.