Private Client

Succession planning for business owners

April 21st

Virtual Seminar

Succession planning for business owners: How to maximise and monetise your life’s work

April 21st

2 - 5pm

Speakers: Alan Eccles and guests

Virtual Seminar

Book Now


3hrs CPD

A private or family business is a hugely important asset as well as being truly ‘part of the family'. Therefore, it is essential that the business, and its value, must be protected and maximised. This seminar will look at key points that you should be aware of to help families and their businesses protect family wealth. That might be to realise the value or to carefully and securely pass ownership and management across generations – be that during life or on death

Topics covered will include:

  • Will planning for family business owners.
  • Asset protection strategies for family business succession.
  • The use of trusts to control ownership.
  • Transfer across generations.
  • Legal issues for different types of business.
  • Legal rights.
  • Maximising the Inheritance tax reliefs.
  • The event begins at 2pm. Delegate registration is open from 1:30pm.

    Alan's work covers three main areas: charities, private client and parliamentary matters.

    Alan's private client work covers estate planning including wills, executries, trusts and inheritance tax. He is the author of the Scotland chapter in the textbook International Succession. As part of his private client advice Alan often advises on incapacity law (powers of attorney, court appointed guardianship and other methods of managing the affairs of those less able to do so). This has involved acting in some of the leading Sottish cases on incapacity law and estate and succession planning. A regular commentator on incapacity law matters, Alan's written work has been referred to in judicial decision making. Of Alan's private client work, the Legal 500 notes that he "conveys complicated legal concepts with clarity and humour".