If you could not run your business tomorrow, the people who depend on you — your family, your staff, your clients — should not have to figure it out alone. HelmPlan gives you the peace of mind that someone can always take the helm.
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.
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.
Download the Partner GuideHelmPlan is built on enterprise-grade infrastructure. Your vault is completely private — only you can access it.
Only you can see your documents. No other HelmPlan member can access your vault.
Your data is stored on Airtable's platform, running on AWS — the same infrastructure trusted by businesses worldwide.
Airtable holds SOC 2 Type II certification — an independently verified security standard.
All communication with HelmPlan uses HTTPS encryption. We operate in accordance with UK GDPR and the Data Protection Act 2018.
We will never ask for your password. We will not access member vault contents without the explicit written permission of the account holder, except where required to do so by law or valid legal process.
Full vault access from day one. No setup fee. Cancel any time.
Rate locked for life — in return for your occasional honest feedback.
Full access, no feedback required.
🛡️ 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.