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This work in Wales mirrors England for personal succession planning in private business, with Welsh institutions applying where relevant. It covers arranging buy-sell provisions, shareholder or partnership agreements, and testamentary or trust-based schemes to secure business continuity and value for successors, while coordinating with tax and estate considerations under Welsh law.
The solicitor drafts and revises shareholder agreements, trusts, and buy-sell provisions; organises succession governance; and liaises with accountants on Welsh tax reliefs and reliefs where applicable, ensuring smooth transfer of control and assets to successors.
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Tagged solicitor Cherrie Powell
Making a will with Cherrie was very easy and everything was explained along the way to make sure I understood.
Review left by David
