OUR EXPERTISE: Family Business Succession Planning

We have considerable experience in advising families who own their own business.

From first generation businesses discussing new issues about sale or succession, to fourth generation and beyond, where the focus is on preserving the business within the family.

We recognise that there are many different issues faced by you and your family, and our aim is to work with you and your other professional advisers to provide the most appropriate solutions for you, your business and your family, including:

  • Wills & trusts planning
  • Retirement and family succession planning
  • Exit & sale planning
  • Family charters

Case studies

Estate planning for a business owner

Mr A, a 60 year-old company director with significant private wealth, is considering his options, both from an estate planning perspective, as well as with a view to securing the future of the family business.