Succession Planning

Secure your legacy with FMY Chartered Accountants succession planning services. We design phased exit strategies, whether transferring ownership to family members, management (MBO), or external buyers. Our tax-efficient structures utilise trusts, Employee Ownership Trusts (EOTs), or gift-and-hold arrangements to minimise IHT and CGT.

For family businesses, we mediate conflicts, draft shareholder agreements, and implement governance frameworks. We also prepare successors through financial training and scenario planning. With FMY Chartered Accountants, transitions are seamless, preserving both wealth and business continuity.