Succession Planning

We encourage all clients to think about the future and to take steps to safeguard their loved ones and their assets. We can offer specialist advice on ensuring that your wishes are recorded and that your financial and personal affairs are structured as tax efficiently as possible.

We have regular reviews with our clients to ensure that the planning that is in place still reflects current wishes. This is particularly important as our clients go through major life events and as legislation changes. We also ensure that any planning is flexible to adapt to changes in circumstances. Many clients feel that undertaking a succession planning review with us is a useful exercise for future planning as well as ensuring that all current estate matters are in order.