When’s the right time?

I hope you’re not expecting me to have all the answers?!

Of course the real answer is that it depends on so many factors.  What I hope to be able to do with clients is to look how those factors interplay, work out what the priorities are, find out if and where there are blockers, and work out how to get past obstacles. 

The 2024 Budget presents new challenges for high-net-worth families in succession planning, especially with reduced exemptions for business and agricultural assets. Despite changes, the inheritance tax’s seven-year rule holds firm, creating opportunities to reduce tax burdens. Now’s the time for families to prioritize thoughtful, strategic planning for a seamless wealth transition.

After 25 years at my law firm, including a decade leading the Private Client Division, I’m making a big leap into my own venture, Succeeding Well. This new chapter lets me focus on helping individuals and families navigate success and succession thoughtfully. It’s a journey into unknowns—but it’s the right one.

As the clocks turn back, I’m reminded that change can mean either falling back or springing forward. This season, as I pivot in my career, I’m choosing to move forward—helping individuals and families do the same through coaching that fosters clarity, momentum, and resilience. Ready to embrace change?