- Business Owners
"Company directors and small business owners need to plan more than the average person does"
Business Estate Planning - The Process
- A review of all your personal and business assets.
- Examine your inheritance tax position and possible reliefs.
- Define your estate planning objectives.
- Develop and agree your estate plan.
- Implement your estate planning.
- Annually review and revise your estate planning.
Estate Planning Objectives
Develop your Estate Plan
Implement Your Estate Plan
Review & Revise