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A Video Guide to Keeping your Business Resilient

Video Blog - Estate Planning Tips for Business Owners

A Video Guide to Keeping your Business Resilient

Here’s the first in an occasional series of video blogs presented by our resident estate planning expert, Gina Stanton, sharing some thoughts with you on how to make sure your assets and family are protected if you own and run your own business.

We hope this guidance helps you start taking control of your future, and if it sparks as many questions for you as it answers, don’t forget, help is at hand, just get in touch via the contact form below or by giving us a call on 0151 601 5399

"We decided to seek advice about estate planning because we wanted to understand how to efficiently protect our assets and pass them safely to our children and grandchildren. We also wanted to put as much help in place for our family as possible, so as to make things as easy as possible for them when the time comes. We liked Gina’s patient and diligent manner in answering our questions and guiding us to the right solutions. Gina explained everything to us with great clarity, making concepts we were unfamiliar with accessible and clear. We particularly liked the fact that Gina came to see us in our own home without our having to make a special request; this is just the way she works. It was so much easier for us to relax and talk freely in the comfort and privacy of our home. Having put the right estate plan in place we feel that we have ticked a big box. This was something we knew we had to get round to. Now it is done and sorted and we don't have to worry about it anymore. We have also gained a clear understanding of the measures that have been put in place and why they are important. "

Matt & Betty R

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