If you couldn't run your business tomorrow, the people who depend on you — your family, your staff, your clients — shouldn't have to figure it out alone. HelmPlan gives you the peace of mind that someone can always take the helm.
Most businesses protect their assets, their staff, and their data. HelmPlan protects something most overlook — the ability to actually run the business if the owner isn't there.
Find out how prepared you are — free quiz Takes 2 minutes · No sign-up required · Get your readiness score instantlyTake our 2-minute Succession Readiness Quiz and get an instant score across 8 key risk areas. You'll receive a free business continuity guide tailored to your results.
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.
When something unexpected happens, the people around you — your family, your staff, your clients — should not have to figure out your business while they are already under pressure. HelmPlan means someone can always take the helm, even if it is not you.
Every HelmPlan membership includes a ready-to-use Handover Guide — so that if something happens, someone can step in immediately without having to search for anything.
HelmPlan is designed for business owners who have something that would break if they weren't there.
You're in the right place if:
HelmPlan probably isn't right for you if your business is a hobby or very early-stage with no staff or clients yet — or if nothing would break if you disappeared for a month.
You are your business. If you can't be there, everything stops — the income, the clients, the momentum you've spent years building. HelmPlan makes sure the people who depend on you aren't left without a plan.
Most partnerships don't survive the loss of a partner — not because the business failed, but because no one planned for it. HelmPlan helps you protect what you've built together, and the people who helped you build it.
Your company has obligations that don't pause — staff, clients, HMRC, suppliers. HelmPlan makes sure whoever steps in has everything they need to keep those commitments, and protect everything you've worked for.
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. With the client's express permission, our Professional Partner programme gives you a portal to view the vault sections they choose to share, spot gaps, and generate structured advisory work.
Download the Partner GuideYour information is private by default. You decide who sees what — and you can change that at any time.
Only you can see your vault. No other HelmPlan member can access your information.
You can grant access to trusted staff, family members, or professional advisors — only the sections you choose, only with your express permission, and revocable at any time. (Coming soon)
Your data is stored by Airtable — our data storage provider — running on AWS, the same infrastructure trusted by businesses worldwide.
Airtable — our data storage provider — holds SOC 2 Type II certification, an independently audited security standard used by financial and legal organisations.
All connections use HTTPS encryption. HelmPlan is registered with the ICO and operates in full compliance with UK GDPR and the Data Protection Act 2018.
We'll never ask for your password. We won't access your vault contents without your explicit written permission, except where required by law or valid legal process.
You're deciding whether your business can continue without you. That's worth more than any software subscription.
Standard membership will be £79/month — founding members lock in at £39 for life.
In return for your occasional honest feedback as we grow.
Less than £3 a day. Cancel any time.
🛡️ 30-day money-back guarantee — email hello@helmplan.com within 30 days, no questions asked.
Our free 2-minute Succession Readiness Quiz assesses your business across 8 key risk areas and gives you an instant score — plus a free business continuity guide delivered to your inbox.
Take the free quiz — get your score in 2 minutes No sign-up required · Completely free · Results delivered instantlyAnswers to the questions we hear most often. If yours isn't here, email us at hello@helmplan.com.
We would love to hear from you. Email us at hello@helmplan.com and we will get back to you within one business day.