Trusts & Legacy
Business succession trust enquiries
Holding or directing business interests as part of a succession plan.
Where shares or business interests form part of a family's wealth, trusts are sometimes used alongside shareholder agreements and protection policies to manage what happens on death or serious illness.
These arrangements interact with company documents and with tax reliefs whose availability depends on the business itself, so they need coordinated advice rather than a single product decision.
Things worth considering
- Must be consistent with the articles and any shareholders' agreement
- Whether any relief applies depends on the nature of the business and requires advice
- Regular review is needed as the business changes
Enquire about business succession trust enquiries
Tell us what you would like to protect or resolve. One named contact will read your enquiry personally and come back to you.
- One dedicated point of contact
- No call centres
- Introductions handled discreetly
- Serving Hampshire, West Sussex, Surrey and the Isle of Wight
Cromwell Associates coordinates enquiries and introduces clients to appropriately qualified specialists. We do not provide regulated financial, legal or tax advice, and submitting this form places you under no obligation.
Your enquiry is reviewed personally before any introduction is made.