Services for Individuals
Succession Planning
If you are a business owner or have substantial investment assets, Taylor Walton can provide you with specialist succession planning advice, as well as a range of general advice on wills and trusts.
The devolution of family wealth requires careful consideration to secure the long-term survival of any ongoing business and the welfare of its employees, as well as minimising any exposure to capital gains tax and inheritance tax for family members.
Our Private Client department works in conjunction with our corporate legal departments, our family department and the client’s financial advisers and accountants to ensure they make the right strategic choice about their future and the future of others.
We will listen carefully to your needs and concerns and ensure our recommendations are pragmatic and achievable. We have a track record of explaining complex issues clearly and implementing solutions quickly.
Examples of successful matters handled include:
- Rearrangement of the structure of a family business previously hamstrung by a director’s dispute, so as to restore the efficient running of the company whilst at the same time mitigating the tax liability of the departing director.
