Succession and exit planning

The next chapter of your story starts with a plan

Whether you’re preparing for succession or thinking about an exit, our succession and exit planning hub brings together the insights and resources to help you plan ahead.

With major changes to business property relief (BPR) and agricultural property relief (APR) on the horizon, having a clear strategy in place is more important than ever. This is your space to understand what’s changing, explore your options and take the next step towards securing your future.

Together with our financial planning team, we’ll help you create a plan that supports both your business and personal goals.

Latest succession insights

Street of terraced houses

Inheritance tax planning for property in pensions

31 October 2025

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Two businessmen shaking hands on a transaction

Maximise business sale value with the right buyer

28 October 2025

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CenTax outlines four potential reforms to better target the APR and BPR reliefs

27 October 2025

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Finance Bill 2025–26: Our response to the proposed inheritance tax changes

21 October 2025

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Three people in business attire are seated at a desk in an office, reviewing a document together. The person on the left is pointing at the document while the other two look on attentively.

How a members voluntary liquidation fits into succession and exit planning

14 October 2025

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A summary guide to agricultural property relief (APR)

29 September 2025

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A group of six people in a modern office setting having a meeting around a glass conference table. One person is standing and speaking, while the others are seated and listening attentively.

When and how to prepare for a business exit

23 September 2025

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A family business owner with his two adult sons. The man has his arms around his two adult sons who are holding a pint of cider each. They are all smiling and chatting. The setting is in a brewery.

Succession planning tips for family businesses

17 September 2025

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Will planning ahead of APR / BPR changes: Understanding the tax implications

15 September 2025

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Case study: The impact of inheritance tax on pensions after April 2027

8 September 2025

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What is business property relief? A summary guide for UK business owners

3 September 2025

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A family of five walking down a muddy path on a farm, with cows in the background.

Could your trust face unexpected inheritance tax charges?

28 August 2025

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Succession and exit planning guides

A series of in-depth webinars to guide you through the upcoming inheritance tax changes. We’ll explain what they mean for your estate planning and help you explore your options for passing on the torch and future-proofing your business.

Succession planning overview

Inheritance tax planning and pensions

Exploring your business exit options

Rural succession planning

Our succession experts

John Endacott

Partner and head of wealth and succession

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Start your succession and exit planning journey

Whether you’re preparing to retire, sell your business, or transition leadership, our expert accountants are here to guide you every step of the way.

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