Succession Planning


Succession Planning

Our wealth planning service aims to satisfy the desire of affluent individuals and couples who wish to:

  • preserve their financial independence and;
  • ensure that their assets pass to the right people at the right time.

This service is key to the management of the sensitivities of each generation.  Our skill and experience are pivotal and provide essential reassurance to those wishing to transfer wealth at a time which is often borne out of an emotional trauma.  We listen attentively and work empathetically with all parties.  The key objectives are often met over a period of say 3-5 years as confidence increases and donors feel secure in taking further steps as part of the family wealth succession strategy.

If you would like to know more about succession planning, please contact us at:

Want to know more?

Call us for a friendly chat on 01423 623 196 or email: