Succession Planning

Preserving vision. Securing continuity.

We advise UK and international clients on all aspects of succession planning – from structuring family businesses and trusts to passing on wealth and investments across generations. Our role is to ensure that every transition happens with foresight, clarity and confidence, protecting both the assets and the relationships that underpin them.

As an independent London firm with deep private capital experience, we combine technical expertise with sound judgement and sensitivity. Trusted by clients and professional advisers alike, we design practical strategies that reflect each client’s values, ambitions and family dynamics. The guidance we provide gives you the confidence to plan for what comes next.

A joined-up view

Succession planning touches every aspect of personal and commercial life. We take a holistic approach – connecting the legal, financial and human elements to create a seamless plan for the future. Our lawyers work collaboratively across private client, corporate, tax and property disciplines, ensuring that wealth structures, governance and inheritance plans align.

Our advice covers:

Family and business succession structures

Wills, trusts and family investment companies

Ownership and governance of private enterprises

Tax-efficient transfer of wealth and assets

Succession across multiple jurisdictions

Protecting vulnerable beneficiaries and family harmony

Many of the families and business owners we advise have placed their trust in us for generations – relying on our judgement to preserve both legacy and unity.

Quiet strength. Lasting value.

We understand that succession planning involves more than legal arrangements – it’s about protecting identity, purpose and continuity. Our approach is measured, collaborative and personal, focused on ensuring that your intentions are understood and your legacy is secured.

As a certified B Corporation, we are committed to helping clients plan responsibly – balancing commercial interests with social and family purpose, and preparing the next generation to lead with confidence.

Three-dimensional advice

Drawing on more than a century of experience and a trusted international network, we provide advice that combines legal precision with long-term perspective. We look beyond immediate arrangements to anticipate future challenges and opportunities – ensuring your wealth, business and legacy are protected, aligned and prepared for the years ahead.

Collaborative in approach. Committed in purpose. Connected where it matters most.