Sections
Covering the key areas that can shape a farm succession plan.
A Simple Starting Point
The self-assessment takes you through the key areas that can influence farm succession and helps you identify where your planning is strong, where questions remain and which areas may need more attention.
It is designed to help you understand your current position before deciding what needs to happen next.
What You Will Work Through
A short, structured assessment you can complete at your own pace.
Statements
Straightforward statements to consider about your current position.
A Succession Readiness Score
An overall indication of how prepared your succession planning currently is.
Traffic-Light Results
Clear, colour-coded results so you can see at a glance how each area stands.
Areas Needing Attention
Identification of the parts of your planning that may need more thought or work.
A Clearer Picture
A better understanding of the issues worth discussing further with family and advisers.
Who Is It For?
The self-assessment is designed for farming families who know succession needs to be addressed but are not yet sure where to begin. It may be particularly useful if:
- Succession has been discussed but no clear plan exists
- Different family members have different expectations
- You are unsure what issues need to be considered
- Tax or reliefs may be relevant
- Ownership or asset structure is unclear
- You want a practical starting point before speaking with professional advisers
A Starting Point — Not Professional Advice
The Farm Succession Readiness Self-Assessment is designed to help identify questions and areas for further consideration.
It is not legal, tax, financial or regulated financial advice, and it does not replace advice from appropriately qualified professional advisers.
Its purpose is to help you understand your current position and where further discussion may be needed.
Start Your Succession Self-Assessment
Work through the assessment at your own pace and get a clearer picture of where your succession planning currently stands.
€3One-off price
Start the Self-Assessment — €3
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