Shareholder Succession Planning

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Your directors and shareholders are probably the driving force behind the success of your business. But what happens if they can no longer work or are ready to retire?

Ensuring a Smooth Transition

Using expert financial planning in this area we can help you create opportunities to ensure a smooth exit whilst also putting everything in place for the future of family and fellow shareholders.

Our core client base includes many businesses owned by shareholding directors, so our specialist Advisers have vast experience in helping such businesses develop and execute succession plans.

At LEBC, we support owners, directors and shareholders through this critical and complex transition by providing the necessary financial planning advice. This includes:

  • Effective remuneration planning
  • Directors pension planning
  • Self invested schemes for individual and groups of shareholders and/or directors
  • Bespoke advice to individual and shareholding groups of shareholders and/or directors

Complementary Services

Create your tomorrow today. Learn more about the wide range of services available from LEBC.

Create your tomorrow

My adviser has provided me with outstanding financial advice. She provided expert advice within complex circumstances.

Corporate Client
Birmingham