Succession & Business Restructuring

Tax, Trust & Estate Planning

Helping you assess the present and plan for the future to ensure the continued success of your business or estate.

Protecting Your Interests

We are frequently instructed to provide valuation advice to clients for the purpose of business and property restructuring, succession and transfer. This often requires working as part of a team with clients, their solicitor and accountant, and other organisations to find practical solutions to evaluate current minimise liability for capital taxation at critical stages such as:

  • Property acquisition or disposal
  • Agricultural and business property relief
  • Asset evaluation and business restructuring
  • Business succession
  • Retirement and death
  • Partnership dissolution

Your Words, Not Ours

We both really appreciate the work you have put in to get the Agricultural Tie lifted. You deserve a GOLD medal

Thank you for all your hardwork sorting out the BPS and ELS/HLS claims and issues over the past couple of months, much appreciated by the team

James was very helpful and extremely professional as well as being most approachable. I’m so pleased I came to ask you for your help and am very grateful for it.

Well it all went through this week due in no small part to your excellent and swift survey thank you

Thank you very much for the report and your sound advice. And to Sarah for organising the survey so quickly. I am so grateful to have the facts to make an informed decision and have gone back to the estate agents to re-negotiate.

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