Succession Planning

We've been there!

Paget Reid York is a family business. We started planning how James would take over from his father several years ago and the process is still ongoing!

We realise continuity of performance by the business is as important as wealth preservation through careful tax planning. In addition we understand only too well the different mindsets and aspirations of two or more generations.

Our team can guide you through all the difficult decisions and ensure the changeover is as painless as possible.