We come to you at home or at work to discuss your options, and the ways to deal with your business on death, being mindful to pass business interests on in the most tax efficient way and saving your estate inheritance tax.
We also protect your business in your lifetime by ensuring you have business Powers of Attorney in place to protect your position if you suffered a serious illness or lost your mental capacity.
If you are in business with other people, it’s equally important to have these conversations with them to understand their plans. For many businesses, it would not be ideal for a spouse, partner, or child of someone who has died or become incapacitated to suddenly become involved in the running of the business.
We have unfortunately seen on numerous occasions that this can lead to tension and ultimately the failure of the business.
We know your time is important and so we can come to you at home or work and offer a free protection survey.
We can sit down with you, your family and/or your business partners to discuss what would currently happen in the business upon the death or incapacity of you or another of the business owners and, more importantly, what you all wish to happen.
We appreciate that there will be a balance to be struck between your desire to ensure that the business continues seamlessly without you whilst also ensuring that your loved ones can still financially benefit from the business you have built up.
We can help you plan for these eventualities now whilst you can still control and can express your wishes.
We know your time is important and so we can come to you at home or work and offer a free protection survey.