For further information and guidance on key issues you and your family may need to discuss and consider ahead of planning what should happen to your business if and when your circumstances change, use our handy toolkit. 

Our toolkit can be downloaded here or contact us for a hard copy on 03456 000 813 or

Completing the toolkit tasks will:

  • help you collate facts, opinions and goals
  • provide a useful record which your family can use as a basis for future discussions 
  • provide a template for a ‘succession action plan’ which sets out tasks and timelines  
  • save you valuable time when you discuss your requirements with your appointed professional advisers