Ownership of a business is very different to the role as a Director and/or Employee. Where (as is often the case) a shareholder owns a reasonable percentage of the business it is essential to know what will happen to their shares in the event of their premature death. For example you do not want to run the risk of a surviving spouse inheriting the shares and then insisting they come to work in the business.
Cost effective steps can be taken to ensure that the ownership of the business remains as it should be and that surviving dependents are properly taken care of.
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Please remember that the value of your investment can go down as well as up and you may get back less than you have invested. The Financial Conduct Authority does not regulate taxation advice. Equity release: This is a Lifetime Mortgage. To understand the features and risks, please ask for a personalised illustration. There may be a fee for equity release advice. The precise amount of the fee will depend upon your circumstances.
Executive Advisory Services Ltd
67 Lower Road . Cookham . Maidenhead . Berkshire . SL6 9HF
Telephone: +44 (0)1628 532320 . Click here to email us