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Succession Planning

Business Succession should be a forethought not an afterthought

Time to sell or take a step back


The time will come when you want to take a step back. Retirement, the sale of the whole or part of your organisation, the strategy for passing on a business or part of a business should never be driven purely by tax considerations. 


These decisions are about the future of something valuable that you have created; something that you have invested much time and effort into.

Grandfather in suit sat with his adult granddaughter in front of laptop

Expert advice will lead to a tax efficient transaction


Friend Partnership have many years’ experience in planning all types of business succession. We will advise you on:


  • Timing and taxation
  • Aspects of control
  • Management buy-outs
  • Inheritance and Estate planning
  • Employee ownership and incentivisation
  • Preparation for sale


Make A Succession Planning Enquiry

KNOWLEDGE BASE

Questions Directors Should Be Asking When Evaluating Tax Planning Strategies

01 May, 2024
While Directors aren't expected to be tax gurus, they do have a responsibility to ensure the company is managing its tax affairs effectively

Indian Domicile and UK Inheritance Tax – A Little Known Advantage

30 Apr, 2024
Under the 1956 Treaty, for an Indian domiciled individual, UK Inheritance Tax is only levied on UK situated assets and non-UK assets which pass under a UK Will.

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