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This work covers planning for the orderly transfer of a business during the proprietor’s life or after death, to protect continuity, value and jobs. It includes arranging shareholder or partnership structures, buy-sell provisions, trust-based succession, and associated tax planning within wills, trusts, and estate provisions. A solicitor in this area drafts and reviews deeds, shareholder agreements, and in-specie transfers, coordinates with accountants, and helps organise lasting powers of attorney and testamentary arrangements to secure a smooth handover. Practical steps often hinge on tax reliefs, business asset transfers, and anticipated future control of the enterprise.
The solicitor handles drafting and reviewing shareholder or partnership agreements, buy-sell mechanisms, and trusts that preserve business control and value. They coordinate with tax advisers on reliefs like inheritance tax Business Property Relief where relevant, and they ensure executors and successors understand ongoing obligations and governance structures during the transfer.
You searched for Business Succession Planning specialists. Here are related areas of law to help you narrow down your results.
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Tagged solicitor Jenna James
Jenna was thorough helpful and kind. She took time going through all the details of the tricky parts .
Review left by Kay
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Tagged solicitor Rhiannon Cape
My wife and both had wills drafted and the process was made easy by a highly professional, competent and friendly solicitor. Excellent communication throughout and very good value for money.
Review left by Keith
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Tagged solicitor Monika Volsing
My family felt we needed to get our affairs sorted after my Dad passed away so we went to see Monika who caringly guided us through what would be needed and right for us. Mine was a simple enough Will, but I also got a lot more understanding of the associated agreements I should have in place with my business partner, separately from the Will. As a bit of a scaredy cat with this sort of thing, I felt surprisingly ok about it. I'll put a large part of that down to Monika's non-stuffy and genuine approach. I feel I, and also my family are being looked after. Thank you for such excellent service and care towards our needs at a difficult time. It really took the stress out of things!
Review left by Heather
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Tagged solicitor Annaliese Barber
Excellent service we knew we had to do a will and LPA but didn't have a clue how to go about it our family had delt with these solicitors before so we thought we would give them a go, have to say very good choice. Our solicitor helped us and advised us every step of the way and also we received great value for money. Thanks for all your help. We would highly recommend.
Review left by Steven and Linda
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Tagged solicitor Jasmin Marshall
We have recently used the Mapperley branch to sort out Grant of Probate and will also be using them for conveyancing. Jasmin Marshall who dealt with the probate was very professional but lovely at the same time. She put us at ease at what was a difficult time for us, and made the whole process much less painful. From start to finish it only took 3 weeks for probate to be granted and during that time we were kept fully informed. I can’t thank Jasmin and the team enough for what they did.
Review left by Phillipa
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Tagged solicitor Ashley Marshall
We want to say a huge thank you to Ashley Marshall for all the work he has done in preparing our complicated Wills, and especially for his patience with us. We had an initial idea of what we wanted to achieve and Ashley's advice and knowledge helped us to realise those achievements - and more. We are very happy with the outcome!
Review left by Dee
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Tagged solicitor Fakhruddin Maimoon
Ali has been fantastic. We previously went to another company who prepared our Wills and Powers of Attorney. The documents were incorrect and the service was awful. We were recommended Slater Heelis and in particular Ali. Ali gave us detailed advice and prepared new documents. The communication was great and everything was completed quickly. Thank you, Ali.
Review left by M & L Gresty
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Tagged solicitors Alketa Kola and Umar Khan FCCA
From first contact right through to conclusion I was kept fully informed about what stage of process we were in. I am highly impressed with the level of professionalism and would recommend this firm to friends and family, Umar Khan and Alketa Kola at Farani Taylor.
Review left by Anwar Hussain
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Tagged solicitor Sasha Brennan
Sasha was so calm, professional and listened to us so when she prepared the will it was exactly what we needed. She explained about the different types of wills so we chose the best one to suit our needs. Her advice was extremely helpful and has lead us to ensure we are organising all our business and financial affairs. Thank you for making the process so straightforward.
Review left by Sharon El-Nashar
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Tagged solicitor Sophie Booker
Apppreciation for your patience regarding changes and for your clear advice. Efficient and very plesant to deal with. I would definitely recommend.
Review left by Monica
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Tagged solicitor Melodie Shelton-Heath
After the decision to make a will- thank goodness we went to Howells & saw Melodie. She was so lovely, efficient, professional and very mindful while dealing with a very personal delicate subject. Very happy with the easy way the wills were done & I will highly recommend this firm and the way Melodie put us at ease and answered lots of questions putting us at ease. Thank you again for a wonderful service with the added bonus of a house visit.
Review left by PT
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Tagged solicitor Andrew Milburn
From the initial discussion about the case, Andrew Milburn was first class. Very professional, courteous and easy to talk to. I am very happy to recommend Levi Solicitors to family and friends. Thank you.
Review left by Marcia
