In-house resources and expertise

One remedy for such an invidious situation is what is known as succession planning. For example, contingencies can be put in place that provide liquid funds to cover inheritance taxes. Also, agreements can be drawn up that clearly identify management or ownership succession.

A variety of objectives can be set which may include maximising proceeds of a sale, minimising risk, closing out the matter quickly, or selecting a new investor who will ensure the business continues to prosper.

As a business owner, it’s in your personal interest, the interest of your family and the long-term interest of your business, to plan ahead and prepare for the unexpected.

At BHP we are ideally placed, with all the resources and expertise in-house, to help you do that.

Key
Contacts

Joy Clegg

Managing Director - BHP Financial Planning

07855 517897
Full Bio

Nick Brier

Director and Chartered Financial Planner

07795384870
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Andy Myers

Chartered Financial Planner

07920 816472
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Andrea Yellops

Senior Financial Planner

07759 791410
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Tim Clasper

Chartered Financial Planner

07841 806427
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Mitch Burke

Chartered Financial Planner

07702 856747
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Marie Hudson

Head of Operations

0114 266 7171
Full Bio

Jordan Capel

Financial Planner

0114 266 7171
Full Bio
View the full team