Many professional advisers spend all their time getting clients' affairs in order; however their own affairs do not get the same detailed attention. Protection of the value of the business equity you have built up should be on your radar, as you could be only a heart attack away from business collapse!
This event was designed for practitioners in both legal and accounting practice to focus on selected business and personal succession issues. The event included the complexities of passing control of a discretionary trust; the intricacies of buy-sell agreements, including related insurance issues; and tax planning and other issues arising as a consequence of death.
Please note James Stokes presentaiton was also delivered at the 18th National Tax Intensive on the 19th of August and can be downloaded there.