Who could keep things moving
See whether anyone has the practical and legal authority to make essential decisions without you.
Business succession planning
Your business has value. Would your family be able to access it?
Check whether your will, business agreements, decision-making authority and funding plan support the same family outcome
Do you own the business with anyone else?
Free. No Email Required. Your priorities appear on screen when you finish the check.
What you will find out
See where your planning may need attention
A valuable business can become difficult to inherit when control, cash and family expectations have been planned separately. This check shows where those arrangements need to meet.
Whether ownership matches your family intentions
Check whether your will, co-owner arrangements and succession goal tell the same story.
What it would take for them to inherit it, not just the shares
See which control, value and funding questions still need resolving before your family could rely on the plan.
Why Repton Estate Planning
Specialist planning, explained clearly
Your will, business arrangements and personal estate need to tell the same story. Repton helps bring ownership, family succession, inheritance tax and continuity into one plan.
CII Advanced Diploma in Financial Planning ยท Full member of the Institute of Professional Willwriters
- 20 yearsadvising families
- Advanced Diplomain Financial Planning
- Full memberInstitute of Professional Willwriters
Your next step
See whether the business and family plan work together
Answer the short check to identify the control, succession and funding questions worth resolving next.