In the past, once an entrepreneur had built a business, they could be confident that their children, nieces or nephews would be willing and able to take the reins. But times have changed.

For owners of a successful family business, there may be an emotional investment in the continuing success of the enterprise, or conversely, they may wish to realise the value they have built up over the years, and look for a buyer.

Another consideration in business succession planning is the future of the enterprise in the event of the untimely death or critical illness of the owner. This, of course, can lead to unexpected or undesirable consequences for those left behind; therefore, a robust protection plan and an appropriately drafted will* can help avoid any unnecessary fall-out at an already upsetting time.

Whatever your aspirations, by starting the conversation about succession early, the future direction of your business can be defined and planned.

*The writing of a will involves the referral to a service that is separate and distinct to those offered by St. James’s Place. Wills are not regulated by the Financial Conduct Authority.


I have known her as our family Financial Adviser for about 10 years. She has always put my interests first and given sound advice. I found her to be pleasant and trustworthy. Her service and support has always been exceptional. I get great pleasure in recommending her to anyone.
Thurairatnam Kathirgamakarthigeyan
Retired Eye Surgeon
Andrea has been wonderful, and I feel confident in discussing my financial matters with her as I know she will treat my affairs confidentially. She has always been there whenever I needed - literally with a click of a button and the support, she provides is extraordinary. She has gone out of the way to help me on a few occasions. I will not hesitate to recommend her to anyone.
Sandy Shiralkar
Consultant Vascular Surgeon
Andrea has provided us with exceptional service and advice. We feel that Andrea has listened to what we want and need and has helped us to build a robust retirement plan. We would recommend Andrea to our friends and family.
Claire Richards

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