Estate Planning for Business Owners [2025]

Business owners are often faced with estate planning challenges – succession planning, balancing the needs of family members and co-owners and now IHT. As private client practitioners, it is important that we understand these challenges and are equipped to be able to offer our clients practical advice and solutions.

This webinar will provide a practical guide for private client practitioners advising clients with business assets. The webinar will cover the proposed changes to BPR following the 2024 budget, considerations in Will drafting, lifetime planning and business LPAs.

Learning aims & objectives

1. To understand BPR and the impact of the 2024 budget
2. To understand key considerations in Will drafting
3. To understand estate planning options for business owners

Multiple Webinar Discounts Available!

Our Webinar Learning products are available as user licenses.

• 1-2 Webinar Licenses: £35+VAT per unit
• 3-5 Webinar Licenses: £30+VAT per unit (14% saving) - Use code DL30 at checkout
• 6-10 Webinar Licenses: £25+VAT per unit (29% saving) - Use code DL25 at checkout
• 11+ Webinar Licenses: £20+VAT per unit (42% saving) - Use code DL20 at checkout

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Prices and discounts only apply to 1-hour webinars and multiples thereof.