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Rachel Sugden

Quick guide to wills, trusts & probate services


Specialist advice on succession planning for business owners
  • Lasting powers of attorney

    Nobody likes to admit that they may become incapable of managing their business, but the truth is that anybody could lose the physical or mental ability to carry out their role at any age due to a sudden accident or medical condition.

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  • Passing on your business interests

    It’s advisable to consider how you intend to pass on your business interests be that during your lifetime or upon your death; after all, a successful business is a valuable legacy. Often, business owners are faced with the dilemma of wanting the business to continue but also wanting to ensure that their family can benefit from the fruits of their labour.

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  • Our approach gives us a unique vantage point

    Our team are able to call upon the expertise of corporate, probate and employment lawyers. This multi-disciplinary approach gives us a unique vantage point from which your business can benefit – we see the whole picture.

    We are also used to working collaboratively with other professionals such as accountants and wealth managers, to help achieve your goals without over-complicating matters.

  • We get to know you and your business

    Together, we take the time to get the essence of what’s important to you and your business. With that as the focus of our practical advice, we offer a holistic approach to the planning of succession and personal affairs for business owners.

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Simon Cook

Wills, trusts & probate team

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Principal contact:

Simon Cook LLB (Hons), TEP Partner
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  • "Professionalism with a human touch."
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  • 618+
    Combined years' experience
  • 94%
    of Clients surveyed would recommend
  • 1947
    The year our Cheltenham law firm was established
  • 53 outstanding recommendations in national legal guide
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