Succession and Estate planning

Successfully transitioning a business from one generation to the next is a challenge even at the best of times.

Succession planning is the process of ensuring your business is successful without you. Sometimes it involves putting systems in place so that the business can run without you, improving your sales, improving margins and controlling costs. Together small gains in these areas can have a significant compounding effect.

At the worst of times, it can create conflict that affects relationships within the family for years to come.

While it’s difficult to know where to start, RSM’s experienced advisers will work with you to develop a practical roadmap. We’ll then support you and your family in carrying it out, so you can retire knowing your legacy is protected.

At RSM, we have more than 100 years' experience working closely with family business. We offer professional advice, business solutions and ideas tailored to your needs - built on a relationship of trust and mutual understanding.

We also help with a complete range of complex tax issues, as well as business growth and strategy, digital and cloud accounting, and more.

Looking for assistance with your succession or estate planning?  

Contact us by phone 0800 774 623 or submit your questions, comments, or proposal requests.