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The 6 questions all business owners should ask a wealth planner

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?

 

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

 

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

 

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

 

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

 

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

 

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Corbett Keeling in the Media

View the videos below to see Jim Keeling interviewed by The Telegraph’s Business Reporter, and talking to Ian King Live on Sky News in May 2022.


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