Succession
Planning

Clarify your vision

We start by understanding what legacy means to you — whether that’s supporting your children, providing for future generations, safeguarding your practice, or leaving a charitable impact. This goes beyond financials to make sure we know what’s really important to you and are clear on your personal goals and priorities.

Review your financial position

We create a comprehensive financial plan – taking into account all your assets, including your dental practice, pensions, property, and investments, as well as your future income and expenditure (read more about this here). This helps us identify opportunities, risks, and the most effective ways to structure your estate.

Succession strategy for your practice

If your dental practice is part of your legacy, we’ll advise on succession options — whether that's preparing for a sale, passing it to family, or creating an employee ownership model. We can help ensure a smooth transition so you can preserve the value you’ve built.

Estate & Inheritance Tax (IHT) planning

While legacy planning isn’t just about tax, strategic IHT planning is essential. We’ll use tools such as trusts, lifetime gifting, Business Relief and more to ensure as much of your wealth as possible benefits the people and organisations you care about most.

Preparing the next generation

We help you involve family members at the right time, educating and preparing them to handle wealth responsibly. This might include intergenerational planning sessions, family charters or structured wealth transfers.

Coordinating legal and financial structures

We work closely with your solicitor and accountant to ensure that wills, powers of attorney, and trust structures are all aligned with your legacy intentions.

Ongoing stewardship

As your life and family evolve, so too should your legacy plan. We’ll regularly review your arrangements to keep them up to date and relevant, ensuring your wishes are always reflected in your financial plan.