Passing wealth to the next generation is the key consideration for successful individuals and families. We work with you to create an approach that is uniquely tailored to you. We use our extensive experience to structure your estate to take into account matters such as tax and regulatory issues to best achieve your aims.
Our succession planning service is focussed on passing wealth to the next generation and helping them preserve their inheritance. The starting point is creating a Will to pass on your wealth to the next generation. We also offer a full succession planning report outlining your circumstances, your wishes and recommendations on how to achieve your aims. It combines all of our services into one convenient package.
Inheritance Tax is often a consideration when planning to pass assets to young generations and we can also provide Inheritance Tax planning as part of your succession planning.
We pride ourselves on offering a personalised service and you will be allocated your own solicitor who will guide you through the process from start to finish. All of our solicitors are full members of STEP and are considered leading experts in this area of law.
We can meet you at home, our office, your office or any other location to suit you. We also offer meetings by online video (such as Zoom, Skype and Teams) or by telephone.
Make an appointment
We offer a personalised approach and we take the time to get to know you and your family. You will be allocated your own solicitor who will work with you to guide you through the process and they will also act for you whenever you instruct Spall Clark Solicitors.
How much does it cost
£200 to £500
£250 to £850
Succession Planning Report
£1,250 to £1,950
We are not presently charging VAT on our fees
For further information please see our price list
How long will it take
In most cases, it normally takes between two and four weeks to complete a Wills. However, in urgent cases we can complete the process much sooner.
Succession planning reports usually take six to eight weeks to complete.
What our clients say
‘Paul made us feel at ease all the way through’
‘Nothing was too much trouble’
‘Everything was taken care of’