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Business Wills & Succession Planning by Rachael Rodgers

If you die without a valid Will, those you leave behind will have no say in how your assets are handled – including your business.

So why take any chances? Download your free Business Owner’s Guide to Wills and Estate Planning and ensure your legacy and everything you’ve worked so hard to build is secure.

Protecting your business now and in the future

Around 60% of people in the UK die without a Will and some 28% of existing Wills are found to have major flaws that totally change the way their assets are distributed.

There are so many things you need to be aware of in order to make sure your family – and your business – are secure after you’re gone, just getting started can be intimidating.

This free guide – “Business Wills and Succession Planning” – will change that, explaining the most essential aspects of a valid Will for business owners, in plain English, not legal jargon.

I’ve spent years helping my clients make sure their personal and business assets will be handled according to their wishes after their death. I’ve written this booklet to ensure that those you leave behind don’t have to go through the uncertainty and distress that result when you die without a relevant and valid business Will.

Amongst the topics I demystify are

  • How to ensure your business continues to prosper after you’re gone
  • How to protect the business decision making function while providing for your beneficiaries
  • How to benefit both beneficiaries who do & don’t work in the family business
  • How to ensure your trading business doesn’t lose its relief from inheritance tax
  • Why every business owner should have Lasting Powers of Attorney

These are the most important lessons that I’ve learnt from my years of experience as a professional Will writer, having previously worked within the due diligence process of corporate finance deals. Whether you’re making a business Will for the first time or want to ensure the one you have is fit for purpose, this guide will help you understand what you need to know.

Download your free guide

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Do you also have questions about writing a suitable Will for your personal assets? I also offer a free personal guide: “How to ensure your Will is fit for purpose”.