Plan, Protect and Prosper

 At weightmans we understand the overlap which is why our owner managed business group offers both personal and business advice.  This seminar sets out how our OMB Group can  help you

• Plan for the future tomorrow;
• Protect the value in your business today; and
• Enable you and your business to prosper.

The seminar gives advice on:

• share ownership and how to protect that investment both during life and ensuring your plans are put in place when you die;
• succession and estate planning to ensure tax savings and preservation of wealth; and
• how to retain the wealth within the family. 

Keeping your “share” of the value: 

We will highlight:

How to manage the business effectively, incentivise staff; protect ongoing value and options if building for a sale and, to ensure the business continues to prosper on the death of a shareholder without that shareholder being deprived of their value in the business.  We will also examine the effective use of Shareholders’ Agreements and Cross Option Agreements.

Where there’s a Will there’s an LPA

We will highlight:

How to determine who will take over the helm and how your interests in a business will be left through lifetime estate planning. Preparing the right strategy is crucial for all shareholders together with a Property & Financial Affairs Lasting Power of Attorney, which will minimise the impact on your business if you suffer a sudden or long term illness and avoid delays in making decisions.

Pre- nups/Post nups – For better or worse:

We will highlight:

How to protect the business from future matrimonial issues whether that be cohabitation agreements, pre-nuptial or post nuptial agreements, trusts or family charters.”