Succession & Tax Planning

Forward-thinking, practical, innovative and sympathetic advice and assistance for future-proofing your business Succession and Tax Planning

Succession vs Inheritance

Succession is the formal transfer of managerial control whilst inheritance is the transfer of ownership of assets. Whilst the two are often inextricably intertwined, they are separate processes, both of which can cause concern, conflict and consternation in a family-owned business.

The team at Barbers Rural are highly experienced in helping families to forward-plan for both succession and inheritance. 

Equally as important is the transfer of control of the business and our empathetic team are able to assist families in all aspects of succession planning including:Succession and Tax Planning

  • 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

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.

A successful business rarely stands still and the future is coming whether we are ready or not! Astute business men and women understand and appreciate the need to ensure careful tax and succession planning, not only from year to year but from generation to generation. With a lifelong interest in the development of family-owned businesses Managing Partner, Louise Taylor, has undertaken empirical research in Succession Planning and has developed a reputation as both a leader and innovator in this very specialised area of business management.  Qualified as an Evaluative Mediator with the Royal Institution of Chartered Surveyors, she employs a facilitative approach to helping families with the difficult conversation about the future. Much of Louise's professional work is done under the trading name of Taylor Millbrook.RICS Mediator

Here to Help You
MA, MSc, Dip HRD, RICS Accredited Evaluative Mediator
Managing Partner
BSc(Hons,) FRICS, FAAV, FNAEA, RICS Registered Valuer
Senior Partner

We use cookies on our website to support technical features that enhance your user experience.

We also use analytics & advertising services. To opt-out click for more information.