Succession and Retirement Planning for Owner Managed Businesses

Beth and Leanne‘s thorough understanding of the legal intricacies and their strategic approach ensured that we were always well-informed and confident throughout the entire process. They were not only our legal representatives but also our pillars of support during this challenging time. Their compassionate and empathetic nature made us feel heard and valued, and their relentless pursuit of justice on our behalf was truly commendable. Thanks to their hard work and perseverance, we can now move forward with peace of mind and financial security. I wholeheartedly recommend Beth and Leanne to anyone in need of exceptional legal representation. They are truly outstanding professionals who go above and beyond for their clients.

In all my dealings with Sean, I have found him to be exceptionally accurate, detailed and comprehensive with any advice. He is always clear and concise with his advice which is cogent and convincing. He is invariably extremely courteous and inspires complete confidence. He is also a very personable, enthusiastic, and approachable individual.

In summary, I can wholeheartedly recommend Sean Boucher to deal with all relevant legal issues.

Harriet has been extremely professional and we are very happy with the service provided.

Harriet was excellent in her support and professionalism. If I have any problems or things I am not sure on I feel confident in asking Harriet for her honest and clear advice.

I am currently instructing Kerri Woodrow in an estate where I am one of the executors. I have known Kerri for many years and know her to have excellent knowledge of the issues involved. In addition, Kerri offers very practical advice and has quickly established an excellent working relationship with my co-executor and myself.

Sally Robinson delivers a good client service and is also pragmatic with a technically strong understanding of the law.

The team at Harrison Clark Rickerby naturally and usually delivers above expectations. Having used HCR for a number of years, delivering above expectations should be a tall order, but it seems to me to happen every time. They are skilled at understanding your questions and exploring the depth of the question and your concerns. The advice is clear, concise and full of depth.

Tom Murphy-Kirkhope ensures he understands your aims, interprets them, meets to reinforce that both parties are working on the same page and then delivers. He has an able team who supports this process and who ensure support is never far away.

Claire Pottinger continues to exceed expectations with her knowledge, industry expertise, specialist insights and efficiency. Her diplomacy in a sometimes difficult situation has been exemplary. I don’t know how we would have got through this long and laborious process without her assistance.

Thank you so much for your help with this matter and for being so considerate in maximising time and minimising costs, it’s greatly appreciated. I know these situations can be tricky and ever-evolving from one day to the next, so your thoughtfulness and efforts to keep things efficient really mean a lot.

Harriet was very helpful, kind, polite, extremely understanding of my wishes, very easy to speak to and therefore my needs and wishes were met.

The team…handles a significant amount of agricultural succession planning work, an area that Carmarthen-based partner, Sean Boucher, is particularly skilled.