Succession Planning

We adopt a holistic approach to dealing with all aspects of succession planning to ensure business and personal wealth is protected for future generations.

Our areas of expertise

  • Inheritance tax mitigation
  • Ring-fencing assets and inheritances against divorce and financial or other problems affecting beneficiaries
  • Preserving family wealth against future marriages and re-marriages
  • Safeguarding the transfer of family business and companies
  • Advice on the efficient overall structuring of family assets for wealth protection and tax mitigation

Meet the team

Charles Jones Partner T:01782 349531 M:07973 730071
Jennifer Couchman Partner T:01782 349595 M:07467 145993
Jenny Hampson Partner T:01782 349550 M:07754 363772
Kate Smith Partner T:01782 349572 M:07989 163730