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.
Succession and exit planning guide
Our guide gives an overview of the main ways to pass on or exit your business – from family succession and employee ownership to MBOs, trade sales and wind‑downs – and explores key tax and wealth‑preservation considerations to help you plan with confidence.
Latest succession insights
How do Autumn Budget 2025 announcements impact business owners’ decisions on profit extraction?
26 November 2025
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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.
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
