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The Role of Wills and Corporate Agreements in Effective Estate Planning

The Role of Wills and Corporate Agreements in Effective Estate Planning

by Tom Richards | Nov 24, 2025 | Estate Planning

For business owners, estate planning is more than just preparing a will. It’s about ensuring that both personal and business assets are passed on according to your wishes, while maintaining the stability and continuity of your company. An up-to-date will combined with...
Shareholder and Partnership Agreements: Why Every Business Needs Them

Shareholder and Partnership Agreements: Why Every Business Needs Them

by Tom Richards | Nov 17, 2025 | Protection

Running a business with partners or shareholders can be highly rewarding, but it also comes with unique risks. Conflicts, unexpected exits, or ownership disputes can disrupt operations and threaten the stability of your company. Without a clear plan in place, years of...
The Importance of Trusts and Cross-Option Agreements in Business Succession

The Importance of Trusts and Cross-Option Agreements in Business Succession

by Tom Richards | Nov 10, 2025 | Protection

Business succession planning is a critical consideration for any business owner. Without a clear strategy, unexpected events such as the death of a shareholder or partner can lead to disputes, financial strain, and disruption to operations. Two key tools that can...
How Relevant Life Policies Offer Tax-Efficient Protection for Directors

How Relevant Life Policies Offer Tax-Efficient Protection for Directors

by Tom Richards | Nov 3, 2025 | Protection

Directors and key employees are essential to the success of any business. Protecting them against unforeseen events such as death or critical illness is not only prudent but can also safeguard the financial stability of the company. One of the most effective ways to...
Estate Planning for Business Owners: Securing Your Legacy

Estate Planning for Business Owners: Securing Your Legacy

by Tom Richards | Oct 27, 2025 | Uncategorised

As a business owner, your company is not just a source of income, it’s part of your legacy. Ensuring that both your business and personal assets are passed on according to your wishes requires careful and precise planning. Without a clear estate plan, family members...
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Recent News

  • The Role of Wills and Corporate Agreements in Effective Estate Planning
  • Shareholder and Partnership Agreements: Why Every Business Needs Them
  • The Importance of Trusts and Cross-Option Agreements in Business Succession
  • How Relevant Life Policies Offer Tax-Efficient Protection for Directors
  • Estate Planning for Business Owners: Securing Your Legacy

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