Most UK small business owners have no documented succession plan. HelmPlan is the structured platform that changes that — so your business, your family, and your team are protected whatever happens.
Find out how prepared you are — free quiz Takes 2 minutes · No sign-up required · Get your readiness score instantlyHelmPlan is not open yet — but you can join the waitlist now. Founding members get priority access when we launch, a discount on their first year, and a free copy of our business continuity guide.
When something happens to the person running a small business — illness, accident, death — the consequences unfold fast. Most owners have no idea how exposed they are until it is too late.
If you are a sole trader using a personal account for business banking, it freezes on death. Client payments bounce. Direct debits fail. Your business cannot send or receive money within 24 hours.
Two-factor authentication on your personal phone. Email accounts that close. Passwords nobody knows. The digital infrastructure of most small businesses is completely inaccessible to anyone but the owner.
VAT returns, Self Assessment, PAYE obligations — they all continue regardless of what has happened. Penalties accumulate. Deadlines pass. The taxman has no sympathy clause for a business in crisis.
Without a Lasting Power of Attorney, your spouse or family cannot make decisions about your business. They cannot pay staff, authorise invoices, or communicate with clients on your behalf.
HelmPlan guides you through organising every document, access credential, and piece of critical information your business needs to survive without you.
Covering every area of your business — legal, financial, digital access, staff, clients, suppliers, and succession planning.
Your Business Continuity Score updates every month, showing exactly where your gaps are and what to do about them.
Document expiry reminders, regulatory change alerts, and staleness warnings keep your plan current automatically.
Your accountant or solicitor can view your vault, identify gaps, and help you close them — HelmPlan fits into the advice you are already getting.
Example readiness score — yours may look very different
If your business depends on you being there every day, HelmPlan was built for you.
No separation between you and your business. Everything stops if you cannot work. HelmPlan makes sure it does not have to.
Most partnership agreements do not cover what happens when a partner dies or loses capacity. HelmPlan helps you find and fix those gaps.
Director and shareholder roles create complex succession questions. HelmPlan structures the answers so your company can continue.
Accountants, solicitors, and IFAs use HelmPlan to help clients organise their business continuity planning between appointments — so when they come to you, the groundwork is already done. Our Professional Partner programme gives you a portal to view client vaults, spot gaps, and generate structured advisory work.
Find out about the Partner ProgrammeOur free 2-minute Succession Readiness Quiz assesses your business across 8 key risk areas and gives you an instant score — plus a personalised guide showing exactly where your gaps are and what to do about them.
Take the free quiz — get your score in 2 minutes No sign-up required · Completely free · Results delivered instantlyNot ready for the quiz? Join the waitlist instead — get early access and a founding member discount when we launch.