Succession Planning

Planning for the future of your wealth and assets requires careful consideration.

We work hand-in-hand with our clients to discuss succession planning relating to substantial investment assets and family wealth.

We understand the importance of ensuring the survival of any ongoing business and the welfare of its employees, as well as reducing the potential impact of capital gains and inheritance taxes.

We work closely with our corporate and family teams, as well as other independent advisers (including financial advisers and accountants) to ensure the right decisions are made for each individual client’s circumstances.

We always take the time to listen to your needs and concerns, and we always ensure that all of our recommendations are pragmatic and achievable. Our clients tell us that it is our way of explaining complex issues clearly, and our track record of implementing solutions quickly, that leads to our many word of mouth referrals.

To find out how we can support you with your succession strategy, please contact our specialist team as detailed below.


I'm writing to commend Steve Hamilton to you for all his skilled professionalism, perseverance with difficult, one could almost say self-destructive, finance houses, his foresight in heading off difficulties and, perhaps above all, his many kindnesses and good advice to both myself and my daughter, which relieved us of much unnecessary anxiety.