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.

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.

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.

Legal 500 UK, 2025

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.

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News and insights

Can a Lasting Power of Attorney be abused?

Frances Macdonald, Senior Associate at Tees, outlines key steps you can take—supported by your solicitor—to reduce the risk of abuse

What to do if you’ve been appointed as a Trustee

Have you been named as a trustee? It’s completely normal to have questions about what the role involves. Our experienced

Tees Law launches Make a Will Month campaign

Major regional legal and wealth management firm Tees Law is to offer Will writing services with waived fees across February

Low-income trusts and estates

The Spring Budget 2023 laid out several changes to income taxation for low-income trusts and estates. Read on to learn

Contact us today

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

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0800 013 1165

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Office locations
Bishop’s Stortford
Brentwood
Cambridge
Chelmsford
North Herts
Saffron Walden

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All legal services provided by Tees are regulated by the Solicitors Regulation Authority. Tees is a trading name of Stanley Tee LLP is authorised and regulated by the Solicitors Regulation Authority (SRA Number 464615) and is registered in England and Wales number OC327874.

All financial services provided by Tees are regulated by the Financial Conduct Authority. Tees and Tees Wealth are trading names of Tees Financial Limited which is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales number 4342506. Registered office address Tees House, 95 London Road, Bishop’s Stortford CM23 3GW.

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Financial services:
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