Financial and succession planning

If you own a family business, or have assets you want to pass down to the next generation, succession planning might be right for you.

Heather Fuff, Cambridge

What is financial and succession planning?

Financial and succession planning is a way to hand your business and estate on to the next generation while ensuring it continues to flourish. But this can be a tough job when you’re not sure how to keep everybody happy. The solution is to let a legal professional untangle the threads for you.

How to get started

You need an expert who specialises in dealing with complex family arrangements. More than that, you need someone you're comfortable working with. After all, you're putting the future of your family and your business in their hands.

How Tees can help

Tees' team of expert lawyers are a safe pair of hands. We have a lot of experience in financial and succession planning, and we can give you exactly the sort of sensible, plain-talking advice you need.

The benefits a century of experience brings

We’ve worked with many business owners, including a lot within the rural community. The one thing they have in common is that they want to provide for their families in a way that secures the future of their businesses. Beyond that, they all have their own very personal issues and needs. Tees advises families in all sorts of situations, so we have the practical experience to guide you through anything.

Our tailored approach

We understand that every family is different. We spend time getting to know you, and understanding your family and your business. It’s the first crucial step in coming up with a long-term plan for you. Then we draw on all our knowledge and experience to take care of the details – such as helping you make the most of valuable inheritance tax benefits, such as business property or agricultural property relief. 

At Tees we value deep, lasting relationships. We've been helping lots of our clients for generations, growing strong together.

You can trust in Tees

One very useful way of planning an estate are trusts. These can be complex, but you needn’t let that put you off, because we’ll do all the heavy lifting. Our team can handle every part of trust administration, including the investment side. We can also work with your other professional advisors, such as your accountant, in drawing up a unique and practical plan for your future. 

We build our service around you

We’ll steer you through the whole process, exploring your options and explaining every step to you. This way you can be confident that you’re doing the right thing from start to finish.

Call our Wills and Probate solicitors on 0800 0131165

Call us for an initial chat, at no obligation, or fill out our enquiry form and a solicitor will get in touch.

Enquiry form

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Tees coronavirus update

We’re open and here to help you. We’re running as normal with our employees all working from home.

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You can call us as normal on 0800 013 1165 or email us:

You can also find contact details for all our advisers here. 

As a flexible and technologically-adept firm, we already had many home-working systems in place. We have now rolled this technology out to all our employees working for clients, so they can continue to work normally - and from home.

If you are a client, please be assured you can get in touch with Tees and we are still working on your case. To replace face-to-face meetings, we have the facilities to do video-conferencing, conference calls or just speak on the phone, as you need.

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