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Step 1: Succession Reviews

Take stock of your assets and understand your current tax position with a qualified solicitor. 

  • Provide information about your business assets via a questionnaire sent directly to your chosen solicitor
  • Receive a phone call from solicitor for clarification questions.
  • A short report will be produced detailing 4 or 5 action points
  • Outcome will be to confirm the current tax position and outline any further action / advice that is required and when.

ELIGIBILITY: All businesses eligible. This service must be undertaken by the farm owners who own the assets. Those assets could include land, livestock, deadstock or diversification assets.  

To book a Succession Review please click here. Alternatively, you may contact your regional facilitator to discuss your individual situation and complete over the phone. 


For further support or business advice call

03456 000 813

Lines are open 8:30am to 5pm Monday to Friday.

Rydym yn croesawu galwadau'n Gymraeg.