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Passing on your business to the next generation

Whether you are seeking to pass on the family business interests during your lifetime as part of your retirement and succession planning or whether you plan to pass the business in your Will, (and most people should do both in order to cover both survival to retirement and earlier death) it is important to have an experienced team working with you to spot the pitfalls and to plan for the smoothest possible transition.

Our team of experts will work as a unit bringing business, tax and estate planning experience to your table to ensure that all angles are covered.

We never forget that business owners are people first and foremost. As business people ourselves we know what is needed from professional advisors and we believe we have the sharpest skills needed to drive forward your business transfer plans through death or planned retirement in an effective fashion without fuss.

Let us kick start your thinking have a look at our case studies to see what we can do for you.

[Also see Retirement Succession and Disposal]