11 June 2021

The 6 questions all business owners should ask a wealth planner

Posted by Corbett Keeling

Jim Keeling and Steve Pennington, Head of Wealth Planning of at Arbuthnot Latham, answer the top questions that business owners need to know about wealth planning.

1. How does a business owner prepare for the premature death or incapacity of a shareholder?

How does a business owner prepare for the premature death or incacpacity of a shareholder-1

 

2. How can a  business owner build an estate or legacy plan before selling their business?

How can you build an estate or legacy plan before selling your business-1

 

3. What options are available to preserve inheritance tax exemption after exiting a business?

What options are available to preserve inheritance tax exemption after exiting the business-1

 

4. What benefits or other incentives can a business provide, tax efficiently, to its team as part of a staff retention strategy?

What benefits or other incentives can a business provide, tax efficiently, to its team as part of a

 

5. What elements of financial planning can often be "missed" by busy entrepreneurs before a sale?

What elements of financial planning are often missed by busy entrepreneurs pre-exit-1

 

6. What are the benefits of engaging a wealth planning professional working alongside other advisers?

What are the benefits of a wealth planning professional working alongside other advisers, day-to-day

 


Tags: Insights