Our tailored succession and inheritance planning services give you clarity and confidence about what lies ahead. We help you make informed decisions that safeguard your assets, ensure tax efficiency, and maintain family harmony.
At Forrester Boyd, we bring decades of experience in helping families, business owners, and farmers secure their futures. Whether you want to pass on your business, transfer property, or plan for inheritance tax, we’ll help you create a plan that works for you.
We’ll help you build a smooth transition strategy, ensuring the right people are in place to continue your business success while minimising disruption and tax exposure.
Our team helps you make the most of reliefs and exemptions, ensuring your estate passes to the people you choose in the most tax-efficient way possible.
From gifting strategies to trusts and wills, we’ll help you maintain control and protect your assets for generations to come.
Succession and inheritance planning can be complex, especially where family businesses or farms are involved. Our specialists take the time to understand your situation and goals, offering expert advice that fits your unique circumstances.
We work closely with legal advisers, financial planners, and your family to ensure every aspect of your plan is cohesive, compliant, and aligned with your wishes.
Succession and inheritance planning is about more than passing on assets – it’s about ensuring your legacy continues with confidence. We don’t just provide advice; we guide you through the process with care and understanding.
Our proactive, hands-on approach means we focus on what matters most to you - family, stability, and continuity. Benefits include:
We’ve included answers to some of the questions we’re often asked, but if you’d like to discuss your own circumstances, please get in touch. Our team will be happy to help.
Succession planning is the process of preparing for the future ownership and management of your personal estate or business. A well structured plan helps protect your assets, supports your family, and ensures your wishes are followed. For business owners it can also secure continuity, retain value and reduce disruption when leadership changes.
Inheritance Tax is charged on the value of a person’s estate above the available allowances at the time of death. The tax is usually paid from the estate before assets are passed on. Some estates fall fully within the nil rate bands while others may benefit from reliefs such as the residence nil rate band or business property relief. Early planning can help you understand your position and manage any potential tax exposure.
There are several strategies that can help reduce Inheritance Tax, depending on your circumstances. These include making use of annual gifting allowances, passing assets to a spouse or civil partner, considering trusts, and planning around business or agricultural reliefs. Professional advice ensures any approach is suitable and aligned with your long term intentions.
Yes. A valid and up to date Will is one of the most important elements of succession planning. It gives you control over how your estate is distributed and can help reduce delays and complications for those you leave behind. Without a Will your estate is dealt with under intestacy rules, which may not reflect your wishes or meet your family’s needs.
