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:+44 (0) 1782 349531 M:+44 (0) 7973 730071
Jennifer Couchman Partner T:+44 (0) 1782 349595 M:+44 (0) 7467 145993
Jenny Hampson Partner T:+44 (0) 1782 349550 M:+44 (0) 7754 363772
Kate Smith Partner T:+44 (0) 1782 349572 M:+44 (0) 7989 163730