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.