Legacy and Succession Planning

Clients may make use of our proficiency in Legacy and Succession Planning for a variety of reasons but often the principal concern is around the division of assets. Our strength in this arena is helping you to determine the best route for the next generation, looking at intellectual capital, realisable and financial assets, property, risk and the temperaments and abilities of your beneficiaries.

Our experienced advisers pride themselves on being able to recognise and weigh the human factors of Legacy and Succession planning as well as the financial. We understand that there are many 'human' elements of legacy planning that need to be taken in to consideration; from the capability of the beneficiaries to cope with their inherited wealth, through to the ability of the benefactors to deal with their own mortality.

As this sector is often linked to Tax and Estate and Inheritance Tax Planning we may use tax-efficient structures and requisite documents such as looking at new or existing Wills and implementing Trusts. Whilst we do not provide legal services or documents ourselves we do have an excellent network of trusted and revered contacts whom we can recommend, should you require these services.

Our Legacy and Succession Planning service is often used by those who own family-managed businesses or our corporate clients but can be applied to any area of private wealth where monies may pass from one generation to another.

Our People

No 2 The Bourse Leeds LS1 5DE
T: 0333 323 9060
F: 0113 245 3663

The information contained within this website is based on the UK regulatory regime, and is therefore restricted to consumers based in the UK. The content is provided for general information only, is not intended to constitute advice, and should not be relied upon when making financial decisions at the expense of obtaining professional advice. Whilst we make every effort to ensure the accuracy of the material provided, we cannot guarantee that it is comprehensive or up to date at all times.

The Private Office is a trading name of The Partners of The Private Office Limited Liability Partnership, authorised and regulated by the Financial Conduct Authority. Our Financial Services Registration Number is 602193 which may be checked on the Financial Services Register by visiting http://www.fca.org.uk/register.
The Financial Conduct Authority does not regulate Trusts, Tax Advice or Wills.
Registered Office: No 2 The Bourse, Leeds, LS1 5DE. Registered in England and Wales No. OC334113.

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