skip to main content

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

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.

Business services for your company

Work Place Pensions

We provide advice on a wide range of workplace pension schemes.

Corporate Protection

Protecting your company's future.

Employee Benefits

Boost morale and attract talent with a range of employee benefits.

Retirement Planning

Expert advice on personal pensions for business owners.

Succession & Exit Planning

Expert advice on personal pensions for business owners.

Services image

Related news & insight

Weekly Market Commentary 19.03.2025

Market Commentary

Weekly Market Commentary 19.03.2025

“The economy shrank a little in January but grew in the latest three months as a whole”   The UK economy shrank unexpectedly in January, according to official data released on Friday by the Office for National Statistics (ONS). With a contraction of 0.1%, the economy fared worse at the start of 2025 than analysts […]

Weekly Market Commentary 12.03.2025

Market Commentary

Weekly Market Commentary 12.03.2025

“February’s figures highlight the delicate balance within the UK housing market”   The most recent House Price Index data from Halifax released on Friday showed an unexpected fall of 0.1% in February; a Reuters poll of economists had expected a 0.3% uptick in the month. Amanda Bryden, Head of Mortgages at Halifax said, “The typical […]

Weekly Market Commentary

Market Commentary

Weekly Market Commentary

A trade deal between the UK and US could be agreed “very quickly,” President Donald Trump said at a White House press conference with Prime Minister Keir Starmer. The President suggested the UK may avoid the tariffs imposed on other trading partners, raising hopes of a favourable agreement. The Prime Minister presented President Trump with […]

Ready to arrange your free consultation?

Call Me Back