Succession & Exit Planning
With our extensive knowledge of owner managed businesses, we will take a range of factors in to consideration to develop a successful succession plan based on your individual circumstances.
How we can help you with Succession Planning
One of the most important factors to consider in succession and exit planning is timing, and most importantly choosing the most appropriate time to leave the business for both you and the business itself.
We work with accountants and other specialists in the field to ensure a smooth exit when the time comes.
*The financial conduct authority does not regulate some forms of commercial finance and employee benefits.
Hear what our customers say
Business services for your company
We provide advice on a wide range of workplace pension schemes.
Protecting your company's future.
Boost morale and attract talent with a range of employee benefits.
Expert advice on personal pensions for business owners.
Expert advice on personal pensions for business owners.
Related news & insight
Market Commentary
This is a government that wants what’s best for ScotlandOn 13 January, Scottish Finance Secretary Shona Robison delivered her draft Budget, outlining key tax and spending plans for the forthcoming financial year, running from 1 April 2026 to 31 March 2027. The Scottish government usually announces its Budget in December but due to the late timing of Rachel Reeves’ Budget on 26 November, decided […]
Market Commentary
We still think rates are on a gradual path downwardDuring the Monetary Policy Committee’s (MPC’s) final meeting of 2025 on 18 December, the members voted to reduce Bank Rate to 3.75%, though it was a close call. Five of the nine members voted to reduce the rate, while four wished to retain it at 4%. The reduction was widely expected following inflation data which […]
Market Commentary
We are determined to defy forecasts on growthThe latest figures from the Office for National Statistics (ONS) show that the UK economy shrank in October, contrary to expectations. Economists had anticipated that UK GDP would grow by 0.1% in the three months to October, but the data shows it contracted by 0.1%. The slowdown in GDP growth was partly driven by a […]