Succession Planning
Posted 30th Jul 2025 in All
Ask the Experts: Should I Set Up a Trust?
Protecting wealth, preparing the next generation, and planning for peace of mind“I have spent 30 years building this business. I do not want it to unravel the moment I step...
Posted 23rd Jul 2025 in All
Inheritance Tax Planning – How to Keep More in the Family
A Practical Guide to Protecting Your Legacy“How much of my estate will actually reach my family after I’m gone?”It’s a question many business owners and high-net-worth individuals ask as they...
Posted 16th Jul 2025 in All
How to Pass Your Business to the Next Generation – Without Losing Value
Preserving Business Value Through Strategic Succession Planning Whether your children want to take over or not, a poorly planned handover can destroy business value and cause family friction. You’ve built a thriving...
Posted 09th Jul 2025 in All
MYTH: “Family Businesses Do Not Need Succession Plans”
“It will all work out – we have always figured it out as a family.” Sound familiar? Whether it’s said at a board meeting or over Sunday lunch, this kind of...