Specialist advice on succession planning for business owners
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Lasting powers of attorney
Nobody likes to admit that they may become incapable of managing their business, but the truth is that anybody could lose the physical or mental ability to carry out their role at any age due to a sudden accident or medical condition.
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Passing on your business interests
It’s advisable to consider how you intend to pass on your business interests be that during your lifetime or upon your death; after all, a successful business is a valuable legacy. Often, business owners are faced with the dilemma of wanting the business to continue but also wanting to ensure that their family can benefit from the fruits of their labour.
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Our approach gives us a unique vantage point
Our team are able to call upon the expertise of corporate, probate and employment lawyers. This multi-disciplinary approach gives us a unique vantage point from which your business can benefit – we see the whole picture.
We are also used to working collaboratively with other professionals such as accountants and wealth managers, to help achieve your goals without over-complicating matters.
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We get to know you and your business
Together, we take the time to get the essence of what’s important to you and your business. With that as the focus of our practical advice, we offer a holistic approach to the planning of succession and personal affairs for business owners.
OUR WILLS, TRUSTS & PROBATE SERVICES
Friendly, independent, practical support - whatever your stage of life.
Max George and the importance of making a valid will
A recent case reported in the media sheds light on the importance of making a valid will, as well as raises the question: should the government make electronic wills legally…
Taking to the airwaves for Cobalt's 'Make a Will' campaign
In support of Cobalt’s Make a Will month, our wills, trusts & probate team is once again donating their time throughout April to write or update a straightforward will in…
The residence nil rate band & business relievable assets
The residence nil rate band (RNRB) is an additional inheritance tax allowance that can be claimed alongside the usual nil rate band allowance. The RNRB allowance is currently a maximum…