Succession planning and pensions

A significant part of our work as leading chartered accountants in Stratford-upon-Avon and Warwickshire is in helping businesses to develop and grow.

A key part of building a business is to plan ahead for what happens when you want to call it a day. That might seem a long way off, but the earlier you start planning the better – and that is where we can help.

Your succession plan will pave the way for a smooth transfer of ownership, so that the business you have worked hard to build continues into the future.

You may be hoping to leave your business to the next generation, or you may be planning to sell for the best possible price, to ensure a comfortable retirement. Whatever exit route you take, we will be there to advise you, every step of the way.

Pension services

A significant part of your succession planning is to ensure you have put arrangements in place to give you a comfortable lifestyle in your later years.

It is wise to seek expert advice to maximise income from your pension arrangements, savings and other investments, to ensure that they will deliver value for money in the future and allow you to pass on your estate to your dependants in the most tax-efficient way.

You also want your company pension scheme to offer the best value to your employees. We offer expert advice on pension schemes.

We also work closely with an experienced independent financial adviser (IFA), who can advise on both corporate pension schemes and private individuals’ investments, to guide them through the huge range of available products to develop a portfolio tailored to individual requirements

Our IFA, Inspire Wealth Management, is authorised and regulated by the Financial Services Authority, for your complete peace of mind.

For Independent Financial Advice, please visit

To find out more about how our leading firm of accountants in Stratford-upon-Avon and Warwickshire can help you, please contact us.