Business Succession Planning

Making Sure Your Business

is Protected

Scaling your business has been your rock-solid focus. As a fellow business owner, I get that.

But have you thought about what happens to your hard-earned business wealth after your death?

Research from Legal and General indicates that 52% of businesses would cease to trade within 12 months if the owner or a significant key person dies.

I have been an estate planner for 6 years now and here's what happens when you don't have the right legal structures in place:

• Your business goes bust.
• The tax man takes a huge chunk of your wealth.
• Families plunged into disputes and financial hardships.
• The government decides the fate of your wealth and who gets it.

Doesn't sound all that enticing, does it?

Whether you operate as a sole trader or limited company or anything in between, understanding what the consequences could be for your business and your family is essential: 

• Who will run your business if you become ill?
• Will your business have to be sold upon your death?
• Will your spouse or children want to run your business?
• Will your business qualify or lose any valuable inheritance tax reliefs?
• Will your business partners have the financial resources to buy out your share of the business?

So now it's time you start thinking about protecting your business and your family's financial future. And that's where I come in. As an estate planner, I’ll help you:

• Organise your estate
• Minimise your inheritance tax bill
• Ensure financial security for your family
• Preserve and protect your wealth for generations to come
• Plan what happens to your business in the event of your death

Business estate planning isn't complicated when you work with the right professional. And that’s where I come in. I am here to guide you through the process with confidence and ease. Book in your consultation below and we will map out your succession plan that provides certainty for you, your loved ones and your business.