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Succession Planning
Decide it together, while you can.

Land that's been in the family for generations deserves a plan. The earlier you start, the more options you have.

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When You'd Call Me

  • We need to decide who gets the land, and when
  • Some of the family farm and some don't
  • We want to sort our wills properly
  • We need a value to plan around

Succession

What I Do

  • Map the holding: folios, houses, leases, wayleaves and entitlements
  • Set out the options: lifetime transfer, partnership, leasing or a will
  • Land value guidance so everyone works from the same figures
  • Run a structured family meeting, if it would help
  • Brief your solicitor and accountant, so their time is spent well

Outcome

What You Get

  • A written summary the family and professionals can all use
  • Questions for your accountant on tax reliefs, stamp duty and Fair Deal
  • A plan made calmly, not in a hurry

Family meetings are facilitation, not formal mediation. If you need an accredited mediator or legal advice, I'll refer you.

For farm families: farm succession on Farm Advice.

Contact

Tell Me What's Going On

Fill in the form or call me. I'll come back to you promptly, and everything you share stays confidential.

I give practical advice, not legal, tax or financial advice. I'll tell you when you need a solicitor, accountant or registered valuer, and help you brief them.