“Financial advice for you and your business.
As proud Headline Sponsor of the Business Zone at this year’s Royal Norfolk Show, we are excited to be part of one of the region’s most anticipated events.
Our presence at the show reflects our commitment to championing Norfolk’s businesses and the future of succession planning. With a strong focus on intergenerational wealth, business continuity, and legacy, we’re here to connect with individuals, families, and business owners who are thinking ahead.
Our experts on the day can talk you through inheritance tax planning, strategies to minimise tax liabilities and ensure that more of your wealth is preserved for future generations.
For both you and your business
Our specialist Employee Benefit Consultants provide employee benefits advice, consultancy and support to clients of all types and sizes, whether they need assistance with workplace pensions, group risk or staff communications.
We are dedicated to servicing local businesses and our aim is to offer our clients unrivalled employee benefits expertise and unmatched levels of service.
How we can help
Whether you need holistic financial advice, understand the evolving landscape of inheritance tax, scaling up or looking to sell your business, our experienced professionals are here to guide you through every decision, we’d love to welcome you to our stand.
Book time with us at the Royal Norfolk Show: https://outlook.office.com/book/[email protected]/
Succession Wealth is a trading style of Succession Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 588378. For further details on authorisation and registration details, please refer to the Key Disclosures section.”
