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

Simon Morris

Managing Partner

Corporate and Commercial

Rachel Tunnicliffe

Rachel Tunnicliffe

Senior Partner and Head of Private Client Services

Trusts, Wills and Estates

Alison Walker

Alison Walker

Partner and Head of Trusts, Wills and Estates

Trusts, Wills and Estates

Sam Jenner

Sam Jenner

Partner and Head of Trusts, Wills and Estates

Trusts, Wills and Estates

Karl Dembicki

Karl Dembicki

Partner

Trusts, Wills and Estates

Jon Healey

Jon Healey

Partner and Head of Corporate and Commercial

Corporate and Commercial

Thaynara Charlesworth

Thaynara Charlesworth

Legal Director

Corporate and Commercial

Jennifer Watson

Jennifer Watson

Senior Associate

Corporate and Commercial

Speak to our specialist team

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