MENU

Our experts can help you plan how your business will be dealt with on retirement, ill health and death.

It is important to plan for the succession of your business to ensure it can continue to prosper once you have stopped working. Our experts can advise in relation to overall strategy planning and with particular steps, such as considering your existing business documents (partnership deeds/ company articles and memorandum of association/ shareholder agreements) as well as your Will. We will also address the impact your retirement or death may have in relation to Inheritance Tax.

 


We can offer our expertise with:

  • Drafting your Will to deal specifically with your business
  • Reviewing and updating partnership and company documentation to address succession issues
  • Lifetime gifts of business assets
  • Trust Advice
  • Administration of estates, including business assets and applying for appropriate Inheritance Tax reliefs in relation to those assets
  • Business Lasting Powers of Attornery