Running a successful family business for generations sounds ideal. Common drive, common goals, common profit all for the benefit of your loved ones...what could be better?

Unfortunately, times change.

And, sometimes, the goals of people involved in owning or running a business change too. The aspirations and goals of major shareholders/beneficiaries may be at complete odds with those of the previous owner.  

The death or incapacity of an owner, major shareholder or key worker can have disastrous consequences in the short and long-term.

So, when it comes to issues of business succession, or even business sale, considered financial planning is imperative.

As a business owner, managing conflict and planning for the future is what you do. 

Making sure your wishes are carried out and protecting the future direction of your business is what we do. It takes robust planning, an appropriately written Will* and an experienced, objective, expert eye. 

Ask yourself. Is your business protected?

Starting that conversation now means putting yourself in control. Your business definitely deserves no less.‍

Own your business’s future. Contact us today.

*Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.