Succession

From helping you and or your business Succession Advice from Lasting Powers to Wills. Amending Partnerships and Company Structures to accommodate save passage. In the areas of:

Lasting Powers
Wills
Deeds of Family Arrangement
Lifetime Transfers
Trusts

Contact [email protected] or speak to David Hassall.

Succession Planning

One of the kindest things a person can do whether for the surviving spouse the family or the business, is plan carefully well in advance for succession. It might occur sooner than you hope or think. We have been providing carefully often intricate succession plans for our clients for decades. From one generation to the next. Advice which puts wishes and obligations before IHT but always with that in mind.

We rarely advertise save for this web site or need to get involved in beauty contests. Just well-structured client-based solutions. We may not be the cheapest. We set out our charging structure under the Price Transparency section. Operating a team approach believing different tasks demands different qualities. In the last decade we have worked with our clients providing Wills, Trusts, Family Investment Companies and other tax efficient entities. Lawyers of shareholdings some with voting others with no voting rights. On passing Deeds of Family Arrangements, registration of Trusts. For clients or as their attorney, deputy, executor or trustee. Offering:

Succession and IHT Planning advice. Often the start and a progression. We have specific experience for the Rural Client from amending with care the Farm Partnership, Private Family Company shareholding, Life Trusts and Family Investment Companies or LLP

Land Transfers and Conveyance is included within our services. Whether a transfer as part of succession or on a sale of that last house or the farm. Contact [email protected]

Lasting Powers For Health and Welfare and/or Finance. We advise preparing both and getting them registered. Contact [email protected]

Wills and/or Codicils Whilst we are happy to help all and do. Many of our will drafting considers IHT. Whilst many of our best might appear short our most common often are for clients with needs for a full assessment of lifetime gifts, potentially Exempt Transfers of land, shares and other assets APR and BPR

Deeds of Family Arrangement the beneficiaries right if in time to vary often for tax or to miss a generation the deceased’s will. Including those for which court approval is required.

Probate Life is short and an end inevitable. We offer a full team service approach for each task.

Costs
Vary depending on complexity. We will not be the cheapest. Please see our Price Transparency section.

Contact: [email protected]