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Category - Business Succession Planning

Succession Planning

Succession Planning (Case Study)

Our client is a care home provider and a family-owned business. Over a period of many years, they had built up an impressive portfolio of profitable care homes…

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Succession/IHT Planning

Succession/IHT Planning (Case Study)

Our clients are a wealthy couple who are now in their early 70s and are generally looking to reduce their wealth by passing it on to their family….

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Succession Plan for Family Farm

Succession Plan for Family Farm (Case Study)

A family farming partnership consisted of the father and the mother and two of their children. The partners also had two non-farming children. The parents own a significant…

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Business Succession for Architectural Practice

Business Succession for Architectural Practice (Case Study)

Our client is an architecturcal practice which had suffered reduced profitability following the 2007/08 recession, which had resulted in a significant disparity between the capital provided by each…

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