Succession Planning

FS Legal has an impressive record of successfully representing Financial Planning firms across a wide range of regulatory and compliance areas. We have assisted in complex enforcements, non-standard applications for authorisation, contentious closures and supervisory interventions

Corporate Expertise

Naturally, we deal with all legal aspects of corporate law including sales, mergers and acquisitions and all aspects of commercial contracts. The vast bulk of our work is for financial planning practices. We have expertise in change of control, advising on offshore structures and tax efficient disposal, such as EOT schemes.

Business sales and succession planning

We offer attractive exit options to business owners from straightforward business sales to alternative exit strategies such as EOT. We act for sellers of financial services businesses. We also have longstanding relationships with buyers. If you are looking to plan your exit, and would like all aspects of the transaction managed in one place, from the terms to the regulatory wind down, we can help.

Our Team

Our succession planning team consists of, Paul Crutchley, who brings over twenty five years of experience and deals with all corporate matters. Gareth Fatchett, who’s specialism is regulatory law with a focus of FCA matters. Iain Johnstone is a Chartered Accountant with over thirty years of experience, particularly in dealing with mergers & acquisitions.

If you would like further information, please contact us on 01384 889 900 or email