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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 Nick O'Sullivan
We recently engaged Nick O'Sullivan to provide us with estate planning and wills. He spent time to understand us and help us understand what we need and how to protect ourselves and our family in future life. We can't recommend the firm enough!
Review left by Stephen
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Value for money
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Tagged solicitor Franchesca Turnbull
Frankie sorted out my will and LPA's for me. Everything was explained,she was fabulous and covered everything in detail and kept me informed throughout. Would highly recommend Frankie.
Review left by Sam
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Tagged solicitor Rafia Faruk
Rafia has always been very helpful and explained any queries clearly,especially with regards to husband and my wills. My husband has since passed away, and she gave me the same excellent service when it was necessary to amend my will.
Review left by Anonymous
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Tagged solicitor Lucy McKenna
Lucy was extremely professional and used great communication throughout my time with her working on my case. She was always ready to listen and took on board all of my decisions with great care. The service was quick and I was always informed if every step and actions taken. I can't recommend her highly enough and when would be my first port of call, if I needed her devices again. A pleasure working with her and her company through a very difficult time.
Review left by Fiona,
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Tagged solicitor Sandip Kaur
Sandy is extremely helpful and explains matters in an easy to understand way. Clear advice on writing wills and forming trusts to suit our particular situation and with regard to inheritance tax.
Review left by Chris and Jane Kirkman
93%
Value for money
89%
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Tagged solicitor Maliha Khan
Brilliant work done. Explained everything to my elderly parents each step and made the whole process easy and stressless. Thank you and highly recommended!!
Review left by Jesh,
