2nd December 2024

Demand for our Wealth and Succession Planning service post-Budget

Wealth and Succession Planning Team

Demand for our Wealth and Succession Planning service post-Budget…

We’ve seen a significant increase in demand for our new Wealth and Succession Planning service following the Autumn budget announcements.

We began offering the specialist service in January this year and following the Budget announcements on the 30th October, we’re seeing unprecedented demand as our clients rush to review their affairs.

Richard Miller, our Chairman and lead Partner within our Wealth and Succession Planning service, said:

“We had already identified a gap in the market whereby family businesses needed practical and solutions-focussed advice from their solicitors in respect of their plans for the future of the business.

“The changes to inheritance tax reliefs on agricultural and commercial property assets set out within the Budget has now intensified the need for this focus and we are well placed to look after our clients by ensuring that their current circumstances are fully evaluated, before setting out the options for changes to be made. The feedback from clients so far has been extremely positive.”

Managed personally by Richard along with tax and estate planning specialists Mike Nicholls and Emma Baker, corporate law experts Michael Walby and Jennifer Bell, and Mark Ward of our Family law team, our Wealth and Succession Planning service is completely bespoke and helps our clients prepare for the transfer of their wealth in the most tax-efficient and protected manner, ensuring both the continuity of their business interests, and the financial security of their next generation.

You can find out more about  Wealth and Succession Planning service here, or for a chat about how we might be able to help you, please just get in touch.