Succession planning

Developing strategies for asset transfer

Barnett Ravenscroft has a wealth of experience in assisting clients in arranging all aspects of both their personal and business succession and estate planning.

Succession planning entails developing a strategy which ensures that the assets of individuals and their business are transferred to the right people, at the right time in the most tax efficient manner but at the same time preserving sufficient assets and income in their own right to ensure a happy and financially secure retirement.

We work closely with clients over a long period gaining a strong understanding of their needs and desires in order to assist them in developing a strategy that achieves what they want and is efficient and commercially sound.

There are a large number of factors to take into consideration when considering succession and estate planning and we ensure that clients take all of these into account before deciding on the best plan.

It is our belief that clients need to review their long-term planning on a regular basis and we always work closely with them to achieve this.

We can assist in the preparation of a will working closely with solicitors to ensure that all areas are considered and included as necessary. We also act as executors for a number of our clients giving them peace of mind that their financial affairs will be conducted as they would wish after death.

We look after all aspects of succession planning, such as:

  • Wills
  • Spouse arrangements
  • Lifetime gifts
  • Succession planning
  • Reorganising business interests
  • Superannuation and pensions
  • Estate planning
  • Family trust arrangements
  • Probate administration

Ready to talk to someone?

If you want to turn audits into a positive and beneficial experience, then get in touch.

For a professional, no obligation consultation with one of our team of Chartered Accountants call us on 0121 454 7241