Succession Planning

Do you have a plan in place to exit your business?  Are you awake at night worrying how you will realise the value of the investment you have made in your business?  Do you know how the business or your family will fare if you were to die in the next 24 hours?

Our approach to succession planning is firstly to find out what your vision is, not just for your business but for you.  We can then advise you and support you in any changes that you need to make to your business, advise on planning to minimise your inheritance tax liabilities and using an Independent Financial Adviser advise on how you can mitigate any risk or invest your money.


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