Free Business Owner Estate Planning Webinars
Protect your share of the business, look after your family, and reduce unnecessary tax – all explained in plain English.
Why This Business Owners’ Webinar Matters
You have poured years of work, risk and sacrifice into your business. But without the right Estate Planning, much of that value can be lost or fall into the wrong hands.
We’re pleased to offer you access to our FREE Business Owners’ Estate Planning & Business Protection Webinar, which you can watch from the comfort of your home or office.
In this session, you’ll discover:
- The importance of Business Wills and Business Lasting Powers of Attorney
- How to mitigate paying unnecessary Capital Gains Tax and 40% Inheritance Tax on your Business
- How to use your Will to protect your home and money against Care Fees Assessment
We’ll use real Client case studies to show you how these issues play out in real life. So you can clearly see how the same risks, and solutions, apply to your own business and family.
Join our Business Owners’ Estate Planning Webinar to learn about….
How to avoid costly pitfalls if you die without a plan for your business share
Why Cross Option Agreements are essential for joint business owners
What happens to your business share if you don’t have a Will
How to safeguard your estate from risks of divorces, marriages, and relationship breakdowns
Why Business Wills and Business LPAs matter for business continuity
How to reduce tax burdens by limiting Capital Gains Tax and 40% Inheritance Tax
How to protect your home and money from Care Fees Assessment through your Will
What You’ll Learn from Our Business Owners’ Estate Planning Webinar
Many business owners assume their company interest will “just pass to the family” or that their fellow shareholders will “sort it out”. The reality is often far more complicated – and much more expensive.
At Redwood, we help our Clients grow, protect, and enjoy their wealth. We work with business owners to:
- Safeguard the value of their company.
- Protect their families and business partners.
- Reduce unnecessary tax and avoid avoidable legal disputes.
What Others Say About Redwood
Delivered by experts at Redwood Financial, with over 2 decades helping families across the UK protect their estates.
Don’t Leave Your Life’s Work Exposed: Start Protecting Your Wealth Today
For many owners, the business is their biggest asset; sometimes worth more than the family home and pensions combined. Yet business protection and Estate Planning are often left to the last minute, or ignored altogether. This webinar is designed to provide clarity and confidence, not pressure you into a decision. You’ll leave with practical knowledge you can act on, whether you choose to work with us or not.
Step 1: Register for the 21-minute free online session. Pick a time that suits you and watch the webinar live or on demand.
Step 2: See clear, plain-English explanations of what can go wrong for business owners and how good planning fixes it.
Step 3: Use the insights from the session to spot gaps in your current planning.
Step 4: You can use our post-webinar contact form to request a complimentary, no-obligation callback from one of our expert advisers to discuss your specific situation.
About Our Expert Hosts
Steve Blofield is a highly qualified Financial & Estate Planner who can explain complex issues in an easy to understand and entertaining way.
Steve Blofield
CERTS PFS, CE-MAP, CE-RER, DIPFA, CELTCI, MSWW
Steve is the Director and Senior Estate Planner at Redwood Financial. He helps Clients to manage and grow their wealth and protect their estate.