Business Succession

The Stephenson partners specialise in estate and business planning having guided generations of clients in our 150 years; and the question of succession may be asked at any time in our working lives. We work with your solicitors and financial advisors to achieve a tailored solution for every client.

OUR EXPERTISE:

• Inheritance and Other Tax Implications – a wide range of taxes impact on business succession including Capital gains, Income Tax and Inheritance Tax.
• Wills and Your Family – a personal decision area for each of us on which we can offer guidance and advice from past experience.
• Asset Management – it is not the wise owl who gives everything away and is short of income. We budget to retain assets to keep up income in retirement.
• Estate Planning – a comprehensive strategy for your whole estate including property, shares, pensions, business capital and even works of art.
• Business succession – planning ahead to ensure your business continues to prosper in the next generation or smoothly transfers to new ownership.
• Tenancies – our deep knowledge of tenancies and the law enables us to advise on creating new relationships, breaking old ones or succession.