Succession Planning for SMEs and Family Businesses

You’ve spent years building your business and it’s now time to turn your attention to securing your family’s future. We have extensive experience in all areas of estate and succession planning, and we have the expertise, experience and know-how to help you make the most of your wealth for future generations.

Putting you first

We completely understand how confusing, emotional and daunting the thought of succession planning can be. We will work closely with you to understand what is most important to you and your family, and to help you make the right decisions – creating the right approach that best suits your needs.

We will advise you on other important decisions around lifetime gifts, family trusts and shared business ownership, as well as working with your accountants and tax advisers on any related tax issues including capital gains tax, inheritance tax, and income tax.

We draw from our experience

We work for a lot of family businesses and high net worth individuals, providing them with a range of estate planning and succession needs.

Working as a team

However, no two families or situations are the same, each has different depths of complexity. But our experience in unravelling these, and at the same time providing the very best advice on how to structure their affairs really sets us apart.

We will help you to find the most appropriate solution for you and your family. We’ll help you come up with a plan and then we’ll help put it into action. This will include preparing Wills, establishing any relevant trusts or partnerships, while helping to minimise tax exposure and impact along the way.

We’ll work with your accountants, tax advisers and independent financial advisers to ensure that everyone is working towards the same goal.

Please contact Tim Jackman or one of the Corporate Team on 01752 827130 or email him on [email protected].