Succession & Tax Planning
Forward-thinking, practical, innovative and sympathetic advice and assistance for future-proofing your business. 
Our team are highly experienced in helping farming families to forward-plan for both succession and inheritance. Managing Partner, Louise Taylor, has carried out empirical research into succession planning and, as a qualified mediator, regularly uses those skills to help facilitiate familial conversations about the future of the family farm. Mike Taylor and Harriet Newton are also qualified mediators and can assist with all aspects of future-proofing your business.
Along with the transfer of asset ownership, the transfer of control of the farming business is equally important and our empathetic team are able to assist families in all aspects of succession and tax planning including:
- Facilitating family succession discussions
- Assisting with developing an appropriate succession plan
- Identifying and resolving inheritance issues
- Training and development of identified successors
- Ongoing support for those families processing a succession plan
- Assisting with tax planning to ensure maximisation of assets
Our aim is to help address the challenges that you face with a pragmatic, insightful and empathetic approach, ensuring that everyone is heard and no-one is overlooked.
If your focus is minimising tax implications to maximise your assets in the future then give us a call to see how we can help.
