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Succession planning and other issues

If you have business interests, you will be glad to know that Courtney Havers’ experts offer advice on corporate investments as well as personal portfolios. Not only that, and in conjunction with your other professional advisers, they advise on aspects of business finance that help you to ensure that carefully constructed, tax-efficient succession plans are in place to secure your family firm’s long-term future.

You probably do not need reminding how vulnerable smaller and family businesses can be to the unexpected loss of a key shareholder, director or employee. Such events may open the door to truculent shareholders or partners, or leave a business without the expertise on which it depends. There are ways in which you can mitigate such problems.

Our advisers can access an arsenal of specialist business protection policies that may be tailored to the needs of you, your family and your business. With the appropriate shareholder, partnership and key person cover in place, you will be equipped to cope when illness or death creates a void in the management or ownership structure.

We offer a range of pension planning advice from straightforward solutions to more sophisticated ‘self-managed’ arrangements, which may invest in a very wide range of assets, borrow within limits and help finance business premises as well as aiding succession plans. Furthermore, we have a dedicated team who advise on auto-enrolment and other workplace pensions.

This article is intended to provide a general appreciation of the topic and it is not advice. For more information please contact Courtney Havers LLP on 01892 544233 or email advice@courtneyhavers.co.uk and we will be happy to assist you.