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Services

At Tods Murray, we have a multi-disciplined team of professionals with many years of experience of working with families and their businesses.  Our team advises on:

  • Succession planning – in its widest sense; should you retain, sell or leave to the next generation?
  • Selling the family business – preparing the business for sale, optimising the price and undertaking the due diligence and sale
  • Estate planning – preparing wills, inheritance tax planning, lifetime giving strategies and using trusts to protect the business
  • Structuring – what is the most appropriate vehicle for the current business activities and for possible future expansion and/or diversification?
  • Shareholders’ Agreements – how best to regulate share ownership between family members
  • Property – investing or developing, buying, selling and leasing
  • Employment issues – for both family and non-family members
  • Family law issues
  • Tax planning – for the business and the family on all types of transactions

We also have a close association with a select number of financial services providers, forming our IFA Panel, who can provide advice on issues such as retirement planning and investment strategies.