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Family Inheritance Tax Planning Service
Family Inheritance Tax Planning Service
Supporting Families in Navigating Succession and Tax Planning Together
At the Family Business Community, we understand that recent changes to the tax landscape have sparked important conversations across our network. For many family businesses, planning for the future isn’t just about numbers, it’s about people, purpose and long-term vision.
Succession planning brings together both emotional and practical considerations. That’s why we’ve expanded our in-house expertise to guide families through the process, ensuring your long-term goals remain at the heart of any decisions.
Our Family Inheritance Tax Planning Service has been designed specifically for families like yours. We work alongside you to explore and clarify your options, connecting the dots between family values, succession ambitions and technical advice. Think of us as the bridge between your family’s vision and the professional advisors who help make it a reality.
Whether you’re thinking about trusts, family investment companies, pensions, share structures or preparing the next generation, we’re here to help you plan with confidence and clarity.
What You Can Expect
Our programme runs over a six-month period, tailored to the pace and needs of your family. It includes:
Initial family meeting – to understand your goals, values and current position
Community connection – attendance at a peer event with families of a similar size and stage
Detailed family discussions – gathering individual and collective views and concerns
Summary report – outlining tailored options to take forward with your legal and tax advisors
Setting the brief – clearly defining what needs to be done, by whom, and for what value
Project support – we’ll stay with you through the implementation process, helping manage any legal or tax-related actions
Final outputs – a Succession Charter and family planning “bible” to keep your strategy and intentions clear for the future.
Throughout, your family will have a dedicated Fam Biz advisor to guide and support you at every step.
Community-Driven, Bespoke Support
This service has been built with input from families across our community who want to get ahead of change, not just react to it. It combines the benefit of shared insight with the confidentiality of one-to-one guidance, always anchored in what’s right for your family.
The full programme is delivered for a fixed fee of £4,950 + VAT, providing clarity on cost and commitment from day one.