Succession Advisory Services is registered in England at Drake Building, 15 Davy Road, Plymouth Science Park, Derriford, Plymouth PL6 8BY – Registered Number: 06711051.

Succession Advisory Services is authorised and regulated by the Financial Conduct Authority. Registered no: 510054. You can check the above by visiting the FCA register (https://register.fca.org.uk/).

The FCA is an independent body that regulates financial services in the UK but does but does not regulate certain aspects of tax planning or lifetime cash flow planning of corporate services. When referring to Tax reliefs displayed on this website, Succession Advisory Services take responsible steps to ensure these are those that presently apply but does not endorse the information displayed on levels, bases of and reliefs from taxation as these are subject to change and their value depends on the circumstances of the individual investor.

Succession Advisory Services take reasonable steps to ensure that the information contained on its website is current and accurate but must stipulate that no explicit warranty can be given as to the freedom of this website from errors or malicious attempts and acts of corruption from external sources.

Information held on this website does not constitutes financial advice in any way and Succession Advisory Services hold no liability for loss arising from any action taken directly or indirectly from the information displayed on its website.

Any links displayed to other websites do not imply or endorse the external websites provider, product or services. Links from this website exist for information only and Succession Advisory Services accept no liability for the information contained and displayed on external websites.

What to do if you have a complaint

Our clients value the service we provide and often recommend us to others. In the unlikely event that a client is not satisfied they may register a complaint. All complaints are investigated in accordance with our internal complaints procedure (a copy is available on request) and the Financial Conduct Authority’s (FCA) rules on complaint handling.

If our clients cannot settle their complaint with us, they may be entitled to refer it to the Financial Ombudsman Service (FOS) at Exchange Tower, London, E14 9SR, Tel: 0207 964 1000. Further information is available from their website www.financial-ombudsman.org.uk.