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Fisher Jones Greenwood said in an announcement on its website that Hardy Planners Limited, a planning consultancy, has completed its move from a long-established partnership structure to a limited company.
The firm said the restructuring involved transferring the business into a newly incorporated company, intended to create a modern governance framework to support future growth and succession planning.
Key points
- According to the announcement, Hardy Planners Limited has transitioned from a partnership structure to a limited company.
- The firm said it provided legal advice on the transfer, with accountancy input from James Lambert of Beaumont Seymour.
- Fisher Jones Greenwood said Ashton Carter, Partner and Head of Corporate & Commercial, led the legal aspects of the transaction.
- The firm said the work included tailoring the Articles of Association and supporting documentation to the shareholders’ needs.
- Fisher Jones Greenwood said James Lambert advised on the financial and tax aspects of the transition.
The transaction
According to Fisher Jones Greenwood, Ashton Carter worked closely with the shareholders of Hardy Planners Limited to shape the governance documents around the specific requirements of the business. The firm said James Lambert of Beaumont Seymour handled the financial and tax elements, which it said ensured a smooth move into the new corporate structure.
Ashton Carter said: “It’s been a pleasure assisting Hardy Planners Limited in this important stage of their journey and we are excited to see the business go from strength to strength. Our goal was to provide a clear structure and robust legal framework that will support the business as it continues to grow and deliver value for its clients.”
Client reaction
Phil Hardy, Director of Hardy Planners Limited, said: “Ashton has been invaluable in helping us through our transition from a partnership to a limited company. He took the time to understand our business and was incredibly patient in answering all of our questions throughout the process. His expertise and guidance gave us confidence that we were putting the right structure in place for the future, and we are very grateful for all his support.”
Fisher Jones Greenwood said it regularly advises businesses on incorporations, restructures, shareholder arrangements and succession planning, supporting clients through various stages of growth.