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Business Planning, Support and Succession

Supporting you on every step of your business journey

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Home/ Business Planning Solicitors

Business planning and support when you need it.

Alongside our Company Secretarial and Business Protection services, we provide ongoing legal support to businesses at every stage of their lifecycle - from early growth through to exit. 

 

We work closely with business owners, directors, and senior management teams to ensure sound governance, future-proof planning, and compliance with legal and regulatory obligations. 

Our services include:

Corporate governance

We advise company directors, charity trustees, and LLP members on their legal duties and responsibilities, ensuring they remain compliant with evolving company and charity law. Our team provides:

  • One-to-one and group training on directors’ duties and governance best practices
  • Updates and advice on legislative and regulatory changes
  • Attendance at board and shareholder meetings to advise on procedure and take minutes
  • Assistance with internal policies, board protocols, and decision-making frameworks
  • Support on resolving governance disputes or deadlock situations

 

Business succession planning

A clear and practical succession strategy is vital to safeguard the long-term future of any business. We work with business owners to put in place robust arrangements that allow for smooth transition and continuity in the event of retirement, sale, incapacity, or death. Our advice includes:

  • Shareholder agreements and cross-option arrangements
  • Key person insurance planning and implementation
  • Share option schemes and employee incentive plans
  • Structuring and advising on the transfer or sale of ownership interests
  • Working with your accountants and financial advisers to ensure tax efficiency and alignment with your personal and commercial goals

 

Ongoing legal & compliance support

Our Corporate Commercial Team provides practical day-to-day legal guidance to support operational compliance and reduce risk exposure. This includes:

  • Maintaining statutory registers and Companies House filings
  • Advising on changes to share capital, director appointments and removals
  • Drafting internal policies, delegations of authority, and bespoke governance documentation
  • Ensuring ongoing compliance with GDPR, Companies Act requirements, and sector-specific regulation


By working in tandem with our Company Secretarial Services team, we offer an integrated solution that gives you peace of mind that your business is not only legally compliant, but also strategically aligned and well-prepared for the future

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For business planning, support and succession

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David is a commercial, knowledgeable and pragmatic partner who provides an excellent level of service, and is someone I would recommend for any SME corporate or commercial work.

Chambers UK 2027

I cannot speak highly enough of Evelyn Adfield. She is highly professional and extremely hard-working. Evelyn is very fair-minded and even-handed.

Chambers UK 2027

Communication from Evelyn is outstanding, and she'll get back to you at any point.

Chambers UK 2027

She's amazing; her knowledge, professionalism and availability are all super strong. The amount of work she can shift in quick order is very strong, and her ability to stay calm under pressure is also strong.

Chambers UK 2027

Legal Awards and Accreditations

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Chambers Firm logo 2027
Investors In People - Awards 2025 - Finalist 200px
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