FREE SEMINAR - Tuesday 24th May 2016

EFFECTIVE LEGACY PLANNING

How to preserve your wealth and protect your family’s inheritance…

The majority of us will have given some thought to who we would like to inherit our assets when we have gone - after all we have worked long and hard to buy our property, build our businesses and grow our wealth for our future and the future of our families. It is therefore greatly important to us that our loved ones will get the maximum benefit from the assets we have acquired through hard work and that our family will be taken care of once we have gone.

Some of us (not all!) will have made a Will. Some of us have not got round to it yet! It’s something we’ve been meaning to do…

But in fact, even those of us that have a Will in place, may not have the protection we think…

A Will is essential to identify what you want to happen but it doesn’t deal with many of the ‘what ifs’ in life that can affect virtually all families and prevent your wishes from being respected or cause your heirs to lose their inheritance…

• What if you or your spouse remarries after becoming widowed?
• What if a beneficiary gets divorced?
• What if a beneficiary dies before their partner?
• What if their partner then remarries and has children with their new spouse?
• What if a beneficiary goes into financial hardship & their inheritance is exposed to creditors?

In all the above situations (which are by no means unlikely!) what happens to your inheritance? Will it still end up where you intended? Could your loved ones’ inheritance be diluted or even lost completely?

Scary thought isn’t it!

Now think about your business…

• What happens if a shareholder dies?
• What happens if a shareholder who is a director loses capacity?
• What if a Director Shareholder wants to retire?
• What if you want to issue more shares?
• What if you want to take on investment or raise finance?
• What happens if shareholders disagree? 
•  What happens if the business is to be sold but a minority shareholder won’t sell?
• How is the value of the company to be decided?
• What happens if a director shareholder leaves and contacts your clients?

If your answer to any of the above is “I don’t know”, “I’m not sure” or “I haven’t even thought about it” then we would strongly recommend you attend our free seminar next month! 

Each year businesses and their owners lose thousands of pounds because they haven’t put into place proper documents to deal with the “what ifs?” of running a business.

Let us help you put the rules in place that will help to avoid wasted time and the damage that can be caused in your business by common eventualities.

So if you want to find out more about how we can help you protect your inheritance and your business, then book your place at our free seminar NOW.

The seminar is being held in conjunction with the Legal Services Guild who are the market leader in estate planning and SMQ who are experts in all types of insurnace. We work closely with the team at SMQ who are able to assist you with any insurance necessary to complement and support any planning you may need to undertake.

When:  9.00am (for a 9.30am start) until 11.30pm on Tuesday 24^th May 2016.

Where: Britannia Hotel, Bromsgrove (formerly The Hilton Hotel)