Succession planning is not as simple a process as some may think and it is important to have ‘all your ducks in a row’ as early as possible. Working alongside other professionals, our experienced team will assist with will and succession planning including advice on:

  • Strategic options on retirement including the best mechanisms to maximise inheritance tax reliefs.
  • AHA succession planning.
  • Business agreements for business succession planning including partnerships and companies.
  • Strategic advice for land and property ownership mechanisms to maximise IHT reliefs and orchestrate strategic beneficiaries of Wills.
  • Advice on Wills, partnership agreements and integration.


Guy Banham -
Head of Business Consultancy
01536 532379
Jon Stables -
Business Consultant
01536 532378
William Tongue -
Business Consultant
01536 532385