Business Owner Planning
Making sure your business thrives — even without you
Why plan for your business?
As a business owner, your company isn’t just an asset. It’s your livelihood, your hard work, and often your family’s future.
But what happens to your business if something unexpected happens to you?
Without proper planning:
- Shares and voting rights could be frozen, leaving your family and partners powerless
- Business continuity may be disrupted, affecting staff, clients, and cash flow
- Inheritance Tax liabilities could force the sale of assets or even the business itself
- Family members may inherit responsibilities they’re not prepared for
- Partners and loved ones may fall into conflict or uncertainty
The truth is, your business could face serious risk at the very time your family needs stability most.
How planning secures your business
The good news is that a Trust gives you more control, certainty, and protection. It’s a legal structure that allows you to decide how, when, and for what purpose your wealth is used.
At Sure Wealth, I help families design and set up Trusts that reflect their priorities and values. Whether you want to safeguard your children’s inheritance, provide for vulnerable family members, reduce inheritance tax, or protect assets from outside risks, I’ll explain your options clearly and create a plan that works for you.
With a properly drafted Trust, you can:
- Protect family wealth from divorce, creditors, and care fees
- Support vulnerable or young beneficiaries without giving them full control too soon
- Reduce Inheritance Tax so more of your estate stays with your family
- Decide how and when money is used (e.g. education, housing, or long-term support)
- Provide for future generations in a structured and meaningful way
- Create peace of mind knowing your wealth will be managed responsibly after you’re gone
I explain everything in plain English, so you understand exactly how your Trust works and why it benefits your family. My focus is to make complex structures feel simple and purposeful — always reflecting your wishes and values.
As a fully qualified member of STEP (Society of Trust and Estate Practitioners) and the Society of Will Writers, you can be confident your Trust is set up correctly and designed with care.
A Trust isn’t about making things complicated. It’s about creating certainty, preserving your values, and ensuring that your legacy makes the difference you want it to.
Your business planning journey
Here’s what you can expect when we work together:
Clarity Call
A short conversation to understand your business and your concerns.
Legacy Planning Session (paid consultation)
A focused consultation where we explore your company structure, your family’s needs, and your long-term goals.
Recommendations
Tailored strategies to protect your business, your family, and your wealth.
Implementation
I’ll handle the legal structures, working alongside your other advisers where needed.
Ongoing Review
As your business grows and circumstances change, I’ll help you keep your planning up-to-date.
Don’t leave the future of your business to chance.
Take the first step towards planning your business legacy and book in a free 15 minute Clarity Call:
