Succession Planning & Exit Routes

How much thought have you put into the long term future of your business? Will you sell it, or hand the baton over to a family member?

It’s never too early to think about your exit or succession plan. We can help you prepare a long term strategy, look at options to help you maximise your wealth in retirement or leave the business in safe hands.

There’s an unlimited range of possibilities, including many you may never have heard of or thought of before. We can guide you through all the options available to suit your circumstances.


Selling your business

There are multiple variables to consider when selling your business. We can guide you through the options, and offer an objective view of your situation. Our service includes:

  • Valuing the business
  • Advising on tax issues
  • Liaising with your solicitor

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Future Generations

In a national survey of business owners with small and medium sized companies, over 70% said they had made no provision for their future.

The key to passing the baton onto the next generation is planning. The sooner you start the better.

Our specialists can advise you on the best course of action to make the process as painless and as tax efficient as possible.

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Trusts and Estates

Estate planning and the use of trusts offers flexible options to help you preserve your wealth and pass on assets. Our Trust & Estate team can help you:

  • Preserve and protect assets
  • Transfer assets to future generations
  • Plan inheritance tax
  • Plan for school and nursing home fees

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If you need help with selling your business or planning your future, call us for a confidential no-obligation chat. Our partners are waiting to hear from you.
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