Bradford 01274 350 800
Leeds 0113 849 4000
Huddersfield 01484 915 000

Business Succession Planning

Business succession planning is the process of determining how you would like your business to continue and be managed when you are no longer involved.

It is essential that advance planning is undertaken to ensure that you, your family and your business are properly protected in the event of your death or incapacity, or that of a business partner.

We can assist with the following:

  • Business Relief
  • Entrepreneurs Relief
  • Family Investments
  • Company Share Options

All shareholders of owner-managed business should consider the following to ensure minimal disruption on the death or incapacity of a shareholder:

  • Cross-option agreements
  • Obtaining life insurance written under trust for the benefit of your fellow shareholders
  • Alternative, more tax efficient, business structures
  • Ensuring that all shareholders have Lasting Powers of Attorney and Wills in place

Our specialists can advise you on all of the above to minimise the disruption caused to the business by the transfer of management and ownership of a business, whilst minimising taxation.

In addition to advising the shareholders in relation to business continuity we also advise individual shareholders in relation to the own estate planning to protect their personal wealth by advising on tax efficient exit strategies, the availability of business property relief from inheritance tax and the use of trusts, the preparation of tax efficient Wills, and the preparation of Lasting Powers of Attorney.

When undertaking business succession planning we always work closely with your accountants, financial advisors and our Corporate team.

We'd love to hear from you. Please call John Feaster on 01274 350 800.

The team speak regularly at events, if you would like an expert to present on any tax or private client matters call us on 0113 849 4000. 

"Your detailed knowledge of the subject, combined with your candid and accessible style, resonated strongly here. Further to which, your focus on client outcomes and your non-target driven approach was well received too." Bertie Dannatt at Ruffer 

Primary Contact

John Feaster


Direct Line 01274 350 819

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