• The Exceed UK Team
  • Exceed Legal.

    Your Trusted Partner.

Legal Services

Legacy Planning

As your trusted business partner, we understand that your legacy planning is inextricably linked to your financial planning and business interests.

We pride ourselves on the intimacy of our relationship with you, so whilst we already have a firm grasp of your financial affairs, we strive to understand your personal circumstances and how they are likely to evolve over time.

This places us in an ideal position to assist you in your legacy planning, ensuring that your legacy is optimised and protected with the flexibility to cater for the following issues:

  • What happens to my partner when I die?
  • What happens to my beneficiaries if my partner remarries after my death?
  • What happens if my beneficiaries get separated?
  • What happens if my beneficiaries die prematurely?
  • What if my beneficiaries are declared bankrupt?
  • What happens with the introduction of stepchildren or step grandchildren?
For further information, please click here to visit our dedicated Legal Services website.

Simply contact us today and we will arrange an initial appointment to assess your requirements. If you wish to proceed, we will act swiftly in provisioning your Will, Trust and Lasting Powers of Attorney as appropriate.

We can provide you peace of mind, contact us today on 01784 439 955.

Shareholder Agreements

We understand that in the excitement of setting out in a new venture the emphasis is upon growing the business.

As your trusted business partner, we already play a key role in assisting you in achieving your business objectives but are able to keep an objective distance from your day to day activities.

This places us in an ideal position to assist you in understanding the risk of either not having a Shareholder Agreement or having a Shareholder Agreement that does not adequately address the following issues:

  • What happens to my shares if I die?
  • Will my business be sold to pay for IHT?
  • What happens if I cannot make a business decision?
  • What happens if a shareholder gets divorced and shares have to be sold as part of the settlement?
  • What if a shareholder dies without making a will?
  • What if a shareholder is made bankrupt?
  • What happens if a shareholder starts work for a competitor?
  • What happens if a business is to be sold but a shareholder will not sell?
For further information, please click here to visit our dedicated Legal Services website.

Simply contact us today and we will arrange an initial appointment to assess your requirements. If you wish to proceed, we will act swiftly in provisioning your Shareholder Agreement and the associated Legacy Planning as appropriate.

We can reduce your risk, contact us today on 01784 439 955.