Business Succession Planning

Our transparent approach demystifies succession planning and succession management, offering clarity and confidence in your decision-making process.

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Secure your business legacy


Your business is more than an asset! It’s your life’s work! Succession planning ensures that legacy continues, whether through family succession, management buyouts, or employee ownership.

We help you create a clear, tax-efficient plan that secures your future and sets the next generation up for success.


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“The future of your business deserves careful consideration, and waiting until the last moment is simply not an option.”

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Tailored succession planning for your business


Your business is more than numbers. It’s your legacy! Planning for the future ensures that what you’ve built continues to thrive, whether you pass it to the next generation, empower your management team, or explore employee ownership. Waiting until the last moment isn’t an option. A well-structured succession plan eliminates uncertainty, protects value, and gives you, and those who depend on your business, confidence in the future.

Succession planning isn’t just about leadership change. It’s about continuity, culture, and long-term success. We design bespoke solutions because every business and every family dynamic is unique. From family-owned enterprises to growing companies, we take the time to understand your goals and create a comprehensive, tax-efficient plan that safeguards your interests and secures your legacy for generations to come.

How we can help

Take advantage of our insights and succession planning expertise for a smooth transition that preserves and enhances the essence of your business, long into the future.

Frequently Asked Questions

1. Why is succession planning important?


It ensures continuity, protects business value, and gives you control over how leadership and ownership transition, rather than leaving it to chance.

2. When should I start succession planning?

Ideally, years before you intend to step back! Early planning allows time to prepare successors, optimise tax efficiency, and avoid rushed decisions.

3. Do I have to give up control immediately?

Not at all. Succession can be phased, allowing you to gradually reduce involvement while mentoring future leaders.

4. How do I pass my business to the next generation?


We help structure family transfers to minimise tax, manage family dynamics, and ensure the business remains strong under new leadership.

5. What are the tax implications of succession?

Ownership transfers can trigger significant tax liabilities. We create tax-efficient strategies to protect your wealth and the business.

6. How long does succession planning take?

It depends on complexity, but a well-prepared plan can often take 6–12 months to implement effectively and will usually involve us working closely with your legal representatives.

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Get in Touch


We love meeting new, exciting businesses. Get in touch with our team to see how we could enhance and protect your financial position.

Or if you’d prefer to speak to someone directly just give us a call on: 08000 664 664 or email: hello@wrpartners.co.uk.

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Want to talk to someone?

For new enquires, give us a call on
08000 664 664


Email us on
hello@wrpartners.co.uk


WR Partners office locations
Shrewsbury
Nantwich
Northwich
Wrexham
Newtown


We are a leading firm of accountants, auditors, and tax specialists who help businesses protect their wealth and generate profit.