Who we help
For business owners, families and individuals reviewing what should happen on retirement, loss of capacity or death.
What the service can include
- Review of business ownership and personal planning documents
- Wills, trusts and succession planning within an agreed scope
- Lasting powers of attorney and continuity of decision making
- Coordination with corporate, tax and financial advisers
The scope is agreed for your matter. It depends on the documents, the issues and what you ask us to do.
How the work usually progresses
Understand your priorities
We discuss family circumstances, assets, business interests and existing arrangements.
Review the gaps
We identify how the documents work together and where specialist input is needed.
Put the plan into documents
We agree the drafting and explain signing, registration and future review points.
What to prepare
- Summary of assets, liabilities and business interests
- Existing wills, LPAs, trusts and shareholder agreements
- Family circumstances and intended beneficiaries
- Details of tax or financial advisers
Fees and the first consultation
The initial consultation is £325 + VAT. Further work is separately scoped and priced. We will explain the charging basis and any expected third-party costs before you instruct us.
Questions about asset protection and succession planning
Can planning guarantee assets will be protected from claims or tax?
No. The effect of an arrangement depends on the circumstances and applicable rules. We explain limitations and any need for specialist advice; we do not promise immunity from creditors or tax.
Why review company documents alongside a will?
Share transfer restrictions and ownership arrangements can affect what happens to a business interest. The documents should be considered together.