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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 Harleen Hanson
The solicitor & her secretary were always willing to answer any queries and explain the process in easy to understand language. Pleasant friendly manner by all the staff. Would not hesitate to recommend
Review left by Carol Smith
95%+
Value for money
95%+
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95%+
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Tagged solicitor Saher Iqbal
Extremely Professional .I am only sorry outside circumstances meant I had to not complete receiving the service originally asked for.
Review left by Charles Vacy-Ash
95%+
Value for money
95%+
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95%+
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Tagged solicitor Richard Mead
An efficient update to our wills through codicils. Competitive cost. Excellent communication throughout.
Review left by Steve S
95%+
Value for money
95%+
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Tagged solicitor Rowena Foat
Rowena was absolutely lovely, she was very considerate and understanding of my situation. Rowena asked me some questions and listened carefully to what I was saying, and therefore worded the Will in a way that said what I wanted it too. Thank you so much Rowena for being there for me.
Review left by Anonymous
95%
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Tagged solicitor Tom Johnson
We have just obtained Grant of Probate and Tom Johnson dealt with our case. Tom was extremely approachable, professional and kept us updated every step of the way. I would recommend Tom to anyone. I would happily use Tom again. (Review submitted November 2021.)
Review left by Sarah
95%+
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95%+
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Tagged solicitor Robyn MacNeil
We entrusted W&AS Bruce to prepare Wills and Powers of Attorney for both my wife and me. The whole process was handled very efficiently from start to finish, with sincere thanks to Robyn MacNeil. Additionally, we received clarification on behalf of my mum regarding her own Will and the full extent of her long standing Power of Attorney, which she had been unsure about. It was reassuring for her to know that everything was as she expected and that all documents were securely held. Legal matters can often be time consuming and complicated, but with the help of Robyn and the staff at W&AS Bruce, we felt we were treated with courtesy and respect throughout, and the whole process was far easier than we anticipated. We would happily recommend the services of Robyn and the solicitors as a whole to any prospective clients.
Review left by Barry
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95%+
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Tagged solicitor Jonathan Edwards
Thank you for all your help and assistance in dealing with getting probate for my late Fathers estate. Everyone was very friendly + helpful which was such a stressful time.
Review left by Penelope
95%+
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Tagged solicitor Dharmesh Tanna
Quick to get an appointment, everything explained fully ,friendly atmosphere, professional service given.
Review left by Julie,
93%
Value for money
94%
Success rate
94%
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Tagged solicitor Rebecca Chase
Had Will and Lasting Powers of Attorney done and service was excellent. Was really happy with advice and services provided.
Review left by Gary
