Financial and Succession Planning

If you own a family business, or have assets you want to pass down to the next generation, succession planning might be right for you.
We're proactive

We don’t just look after you, we look out for you.  That means we bring you insights, advice and keep you up to date on all kinds of legal matters so you can keep ahead.

We’re expert-led

We match a member of the team with the right expertise to every client, who will invest time getting to know you, who will look after your interests and ensure you have access to the whole firm when you need it.

We talk your language

The legal and financial matters might be complex, but we aim to keep things straightforward and explain everything in terms that are relevant to you.

Overview

Financial and succession planning solicitors: Expert legal advice

What is financial and succession planning?

Financial and succession planning is a way to hand your business and your estate on to the next generation while ensuring it continues to flourish. It’s very common for people to be trying to provide for their families in a way that secures the future of their businesses and doesn’t damage the business in any way. 

You’ll need an expert who specialises in dealing with complex family arrangements. Tees has worked with many business owners, including many rural businesses, so we have the practical experience to guide you through anything. It’s often very hard trying to keep everybody happy and there are a lot of legal and financial implications that you need to consider. Tees combine legal services and independent financial advice under one roof, so you get a seamless service for planning your family’s financial future.

Tees were commended for Private Client- Inheritance and Succession Planning work for the first time in the prestigious ‘The Times Best Law Firms’ in 2023.

How we can help

If you’d like to meet one of our experts for a confidential, no obligation chat, please get in touch.

We have offices across Cambridgeshire, Essex and Hertfordshire, but we can help you wherever you are in England and Wales.

I've never found an area where Tees have been unable to help. There is considerable strength across the organisation. Individuals have good contacts outside of their practice area. I have always found Tees accessible and helpful.

Financial and succession planning services

Tees’ team of expert lawyers have a lot of experience in financial and succession planning including: 

  • making the most of valuable inheritance tax benefits, such as business property or agricultural property relief. 
  • planning an estate by making use of trusts.
  • working with your other professional advisers, such as your accountant. 

Our experience in financial and succession planning

Key people

Featured insights

Frequently asked questions

Contact us today

If you’d like to meet one of our experts for a confidential, no obligation chat, please get in touch.