Individuals and Families
Family Businesses and Succession
Overview
We deliver tailored succession planning that protects your family business, minimises inheritance tax and helps to smoothly transfer ownership to the next generation.
This is a thoughtful, collaborative process focused carefully on your family's unique priorities. By introducing structured family charters or constitutions, we align everyone's expectations early. This reduces the risk of future family disputes and ensures a peaceful, tax-efficient transfer of wealth and management.
We secure your family wealth and business stability through robust solutions.
Family business owners need to protect the company they have built, avoid internal conflict, and pass ownership and control down to the next generation with maximum tax efficiency and minimal stress.
How we can help
- Family investment companies (FICs)
- Trust arrangements
- Protective Wills
- Pre and post nuptial agreements to shield the business against potential divorce claims
The team that supports you is ranked in the Chambers High Net Worth Guide, Chamber UK and the Legal 500 UK. You work with proven specialists in managing high-value, sensitive family succession.
The people behind the expertise
Simon Morris
Managing Partner
Corporate and Commercial
Rachel Tunnicliffe
Senior Partner and Head of Private Client Services
Trusts, Wills and Estates
Alison Walker
Partner and Head of Trusts, Wills and Estates
Trusts, Wills and Estates
Sam Jenner
Partner and Head of Trusts, Wills and Estates
Trusts, Wills and Estates
Karl Dembicki
Partner
Trusts, Wills and Estates
Jon Healey
Partner and Head of Corporate and Commercial
Corporate and Commercial
Thaynara Charlesworth
Legal Director
Corporate and Commercial
Jennifer Watson
Senior Associate
Corporate and Commercial