For business owners, estate planning is usually ensuring that their corporate interests as well as their personal assets are left to their chosen beneficiaries in the event of their death.
A Will is the recommended starting point for most of our clients, who incorrectly believe that their spouse or next of kin will automatically inherit the whole of their estate in the event of their death. As part of your plan we review any existing Wills that you have in place or recommend alteration and amendments. If a new Will is required, our team of fully qualified Will writers are here to help you.
We review Corporate agreements, such as Shareholders / Partnership / Cross Option Agreements and Articles of Association ensuring that these are suitable and meet your wishes. Also ensuring sufficient provision is in place to deliver these wishes (see protection section).
If you are looking to sell your business, then your adviser will assist you in the best course of action for the proceeds. Howard Wright will guide you through this process, maximising reliefs such as rollover and business property relief along with personal allowances such as inheritance tax exemption.
The Financial Conduct Authority does not regulate Tax Advice, Will Writing, Estate Planning, Trusts and some elements of Auto Enrolment.
What to do next?
Once you have done this one of our Chartered Financial Planners will then contact you as soon as possible, to discuss your circumstances and arrange your free initial Consultation.
“I would highly recommend this proactive company because they provide regular communication and updates about my investments. Gareth Robinson takes time to discuss your personal needs and offers expert advice which is why I’ve had no hesitation in referring him to colleagues and friends”.