Business Will Planning

Most business owners will have an idea of what they would like to happen to their business in the event of death or illness, however not all have written a binding agreement to ensure that their wishes are followed through.

Questions to consider...

  • Do you have a business Will?
  • Do you know the value of your business?
  • Do you have an exit strategy?
  • What do you want to happen to your shares if you were no longer around?
  • What do your Articles of Association say will happen?
  • Will your fellow shareholders want your beneficiaries or a competitor to join the business?
  • Is there a Shareholder or Partnership Agreement in place?
  • When was it last reviewed?

Our advisers can help guide you through this process and help you ensure a robust agreement is in place.

Will writing is not part of the Quilter Financial Planning offering and is offered in our own right.