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 (if needed) 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. The estate of up to 2 individuals can be reviewed.

For more information or to book a  Succession Review please contact your local development officer or the Farming Connect Service Centre on 03456 000 813. Alternatively please contact our dedicated Succession Facilitator. Eiry Williams - 07985155670 / eiry.williams@mentera.cymru