Succession Planning for Business Owners & Families

Preparing for the future isn’t just smart—it’s essential.

Whether you’re looking to pass your business to the next generation, sell up, or transition into retirement, clear, practical succession planning helps protect your hard-earned wealth, reduce tax burdens, and ensure a smooth handover.

At Investment Advice UK, we connect you with highly qualified advisers who specialise in helping successful individuals like you take control of the future.

What is succession planning?

Succession planning ensures that your personal wealth or business assets are transferred smoothly, efficiently and in line with your long-term goals—whether to family members, business partners, or external buyers.

It can also reduce uncertainty, prevent family conflict, and ensure tax efficiency through appropriate legal and financial structures.

What our advisers can help with…

We help individuals and families across the UK, including:

  • Business owners planning an exit or sale
  • Company directors looking to restructure
  • Landowners and property investors
  • Individuals with complex estates
  • Those wanting to pass on wealth tax-efficiently
  • Families with children or vulnerable dependents

Why People Use Us

It’s quicker, safer, and easier to let someone who knows the market source the right adviser for you.

Investment Advice UK prides itself on transparency and integrity.

We do not provide financial advice ourselves; instead, we connect you with authorised and regulated financial advisers who are regulated by the Financial Conduct Authority (FCA). This approach means you receive expert, impartial advice tailored to your specific needs.

What clients value:

  • We only work with FCA-regulated advisers
  • We make sure the adviser is suited to your asset size and needs
  • Your appointment is arranged professionally, with all details confirme
  • There is no charge for an initial appointment to discuss your requirements
  • Your time isn’t wasted speaking to the wrong firm
  • You get clarity, structure, and a proper wealth plan

Ready to Take the Next Step?

we’re here to connect you to someone who can give the right advice.

How it Works

  • 1

    We Speak With You First – You’ll have a conversation with one of our Client Liaison Specialists, where we gather the essential information to take the next step.

  • 2

    We Select the Right Adviser for You. We then choose, from our carefully selected panel of FCA-regulated advisers. The match is not random — it’s based on fit, capability, and track record.

  • 3

    We Arrange Your First Adviser Meeting. We book your initial conversation directly with the adviser at a time that suits you. This meeting is usually held on Zoom or Microsoft Teams

What You Gain

Plain, obvious benefits:

  • Clarity on your entire investment position
  • Confidence your wealth is being managed properly
  • A structured plan for growth, tax efficiency, and protection
  • A long-term investment strategy, tailored to your life
  • A relationship with a high-quality adviser who focuses on larger portfolios

What clients value:

  • We only work with reputable FCA-regulated advisers
  • We make sure the adviser is suited to your asset size and needs
  • Your appointment is arranged professionally, with all details confirmed at time convienent to you.
  • Your time isn’t wasted speaking to the wrong firm!
  • You get clarity, structure, and a proper wealth plan.