Succession Planning
Planning today for the values of tomorrow.
Every legacy begins with intention. At Select, we help shape the path forward, ensuring that what you’ve built lives on – guided by your values and wishes.
Succession is more than the transfer of assets; it’s about honouring relationships, preserving purpose, and creating clarity for the next generation.
Our Succession Planning Services
Protecting what matters, with purpose and foresight.
A thoughtful inheritance tax strategy does more than reduce future liabilities — it brings clarity and peace of mind today. We help you take control of how your wealth is passed on, using practical, transparent structures that reflect your wishes. It’s about more than assets, it’s about preserving choice, control, and purpose.
Structure today for clarity tomorrow.
A well-structured estate plan ensures your intentions are honoured, your loved ones protected, and your legacy clearly defined. We work alongside your legal advisers to coordinate your financial and testamentary planning, helping you simplify decisions, reduce uncertainty, and create a lasting impact.
Shaping your legacy with care and control.
Trusts are a powerful tool to manage and protect wealth across generations. Whether you’re preserving assets, supporting loved ones, or planning for philanthropy, we help design trust structures that reflect your values and long-term vision, delivered with clarity, care, and confidence.
Stability, when it’s needed most.
Succession planning isn’t only about the future, it’s about protecting what matters now, especially when life takes an unexpected turn. Insurance can fund liabilities, protect family wealth, and ensure business continuity. We help you assess the risks, explore your options, and put the right protections in place — for peace of mind today, and security tomorrow.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. You are advised to seek independent tax advice from suitably qualified professionals before making any decision as to the tax implications of any investment.
Advice relating to a will and trust involves the referral to a service that is separate and distinct to those offered by St. James’s Place.