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.

Letty Glaister, Royston
Letty Glaister, later life planning specialist in Royston

Financial and succession planning - legal advice

What is financial and succession planning?

Financial and succession planning is a way to hand your business and your estate on to the next generation while ensuring it continues to flourish. It's very common for people to be trying to provide for their families in a way that secures the future of their businesses and doesn't damage the businesses in any way. 

You'll need an expert who specialises in dealing with complex family arrangements. Tees has worked with many business owners, including many rural businesses, so we have the practical experience to guide you through anything. It's often very hard trying to keep everybody happy and there are a lot of legal and financial implications that you need to consider. Tees combines legal services and independent financial advice under one roof, so you get a seamless service for planning your family's financial future.

Financial and succession planning services

Tees' team of expert lawyers have a lot of experience in financial and succession planning including: 

  • making the most of valuable inheritance tax benefits, such as business property or agricultural property relief. 
  • planning an estate by making use of trusts.
  • working with your other professional advisers, such as your accountant. 

We’re here to help

Call us for a free, confidential, no obligation chat, or fill out our enquiry form and we will let you know how we can help. We can also visit you at your home if you wish.

Our specialist teams are based in:

  • Cambridgeshire: Cambridge
  • Essex: Brentwood, Chelmsford, and Saffron Walden
  • Hertfordshire: Bishop's Stortford and Royston 

But we can help you wherever you are in England and Wales.

Call our legal and financial advisers 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.

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Make an enquiry today

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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.

Due to the circumstances, please call us if you would have wanted a home visit, and we can organise the best and safest way of being in touch.

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