Stephenson Smart: Succession Planning

Specialism: Succession Planning

The key to your future is to plan ahead.

Starting early is the key to successful succession planning. At Stephenson Smart our accountants work with you to ensure your long-term goals are fulfilled, whether that is selling your business or simply handing over the reins to others.

We specialise in helping business owners to achieve the highest value for their business and keep as much of the proceeds as possible by minimising any tax.
Our advisers have the most impact when engaged early and can make a significant difference if planning starts at least two years before a planned exit.

We can also help you identify the critical roles, determine suitable successors and ensure their retention with tax efficient benefits such as the Enterprise Management Incentive schemes. Crucially we can also provide business advice as and when required by the new management to help bridge the succession gap.

Let Stephenson Smart help with:

  • A succession plan
  • The structuring and financing of succession
  • Estate and inheritance tax planning
  • The implementation and effectiveness of your chosen strategy
  • Business issues, which may affect your strategy

The key to your future is to plan ahead.

Starting early is the key to successful succession planning. At Stephenson Smart our accountants work with you to ensure your long-term goals are fulfilled, whether that is selling your business or simply handing over the reins to others.

We specialise in helping business owners to achieve the highest value for their business and keep as much of the proceeds as possible by minimising any tax.
Our advisers have the most impact when engaged early and can make a significant difference if planning starts at least two years before a planned exit.

We can also help you identify the critical roles, determine suitable successors and ensure their retention with tax efficient benefits such as the Enterprise Management Incentive schemes. Crucially we can also provide business advice as and when required by the new management to help bridge the succession gap.

Let Stephenson Smart help with:

  • A succession plan
  • The structuring and financing of succession
  • Estate and inheritance tax planning
  • The implementation and effectiveness of your chosen strategy
  • Business issues, which may affect your strategy
Stephenson Smart: Succession Planning

Our Offices

King's Lynn

22-26 King Street, King’s Lynn,
Norfolk, PE30 1HJ

T:   01553 774104

F:   01553 692602

E:   enquiries@stephenson-smart.com

Fakenham

10 Oak Street, Fakenham,
Norfolk, NR21 9DY

T:   01328 863318

F:   01328 855732

E:   fakenham@stephenson-smart.com

Wisbech

2 The Crescent, Wisbech,
Cambridgeshire, PE13 1EH

T:   01945 463383

F:   01945 475968

E:   wisbech@stephenson-smart.com

Great Yarmouth

East Coast House, Galahad Road, Beacon Park,
Gorleston, Great Yarmouth, Norfolk, NR31 7RU

T:   01493 382500

F:   01493 651172

E:   greatyarmouth@stephenson-smart.com

Downham Market

1st Floor, 9 Market Place,
Downham Market, Norfolk, PE38 9DG

T:   01366 384121

F:   01366 858083

E:   downhammarket@stephenson-smart.com

March

23 Dartford Road, March,
Cambridgeshire, PE15 8AN

T:   01354 653026

F:   01354 650337

E:   march@stephenson-smart.com

Contact Stephenson Smart



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