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.

Victoria Sweeting, Bishop's Stortford
Victoria Sweeting, later life planning expert in Bishops Stortford

Financial and succession planning solicitors: Expert 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 business 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 combine legal services and independent financial advice under one roof, so you get a seamless service for planning your family's financial future.

Tees were commended for Private Client- Inheritance and Succession Planning work for the first time in the prestigiousThe Times Best Law Firmsin 2023.

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 0808 231 1320

Make an enquiry today

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