Succession Planning Tools

Below you will find links to various fact sheets that help to explain some of things that you should consider when writing a Will or disposing of your business interests.

Please Note: These fact sheets are for general guidance only. The information may come from multiple sources and is based on our understanding of current taxation, legislation and HM Revenue & Customs practice as at the date stated, all of which are liable to change without notice. Estate and tax planning is a complicated subject and no two clients circumstances are the same; the impact on your situation will depend upon your individual circumstances and you should always seek advice before taking action. Please contact Planned Succession if you have any questions.
Basic Estate Planning

Intestacy What is a Will?
Choosing Executors, Trustees and Attorneys Appointing Guardians and obtaining Parental Responsibility
Powers of Attorney Advance Directives (Living Wills)
Divorce and your Will Property Ownership
Long Term Care Pre-paid Funeral Planning
Overseas Assets Being an Executor
Sharia Wills and English Law Tax Planning for Investment Property Owners (Podcast)
When to Review Your Will


Probate Deeds of Variation
Coping with Death

Inheritance Tax (IHT) and Trusts

Inheritance Tax Inheritance Tax Planning and the Family Home
Investment Property and Inheritance Tax What is a Trust and being a Trustee?
Spousal By-Pass Trusts Asset Protection Trusts
Family Investment Companies Tax Planning for Investment Property Owners
What is a Trust and being a Trustee  6 Steps to Reduce Inheritance Tax

Get the most recent version of the Planned Succession Guide to owning Investment Property here

Business Succession Planning

Business Health Check Crystallising the value your business represents
Why have a Shareholders’ Agreement Why have a Partnership Agreement
A short guide to Business Property Relief Your business could be worth 40% less than you think
Forming a Limited Company and becoming a Director Common and Expensive Mistakes made by Company Directors
Why Shareholder Agreements need to be Commercially Reflective (Podcast)