Monday, 01. July 2019, To Be Confirmed, Business Legacy Seminar: Do you have a plan in place?

from 01. July 2019 - 17:00 till 19:00

To Be Confirmed

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Event description
Protect yourself, Protect your Family, Protect your Business. 
Do you have a plan in place? 
Join us for a free seminar covering the following topics:

Who have you left your business interests to, in the event of your death?
Do you have a detailed plan in place for when you, the business owner, dies or in case you become unable to continue working sooner than anticipated, and does your plan include a strategy to reduce Inheritance Tax?
Is it appropriate for your loved ones to inherit your interest in the business on your death and how will this affect your surviving business partners and/or business continuity? 
Family Legacy
Succession planning and tax savings

Our venue is yet to be confirmed, but we will be hosting at a location within Derby. There will be tea, coffee and light snacks on arrival.
Read more about our expert speakers from AMG Wealth Management, Shapcotts Accountants and Simpson Solicitors below:
Lauren Bailey, Head of Business Wills, Simpson Solicitors
Lauren Bailey leads the department that provides an elite service to SME’s in the genre of Wills, Trusts, Business Succession and Estate Planning at Simpsons. Lauren works with business owners to anticipate and arrange for the continuation (or disposal) of their business interest on death or incapacity. An integral part of Lauren’s role is balancing the business needs and the family concerns to create a plan that ensures the business and family prosper together, in the most tax-efficient way.
Lauren appreciates that no-one goes through the effort, risk, and sacrifice of starting a business without hoping it will last and therefore works to identify and mitigate any disruption, uncertainty, and conflict that may ensue when a business owner is no longer at the helm or part of the ensemble. 

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Lauren relishes and represents the firm’s core purpose of ‘Keeping Families Together’. Working with various business structures from owner-managed businesses, family-run businesses to businesses with 5+ partners/shareholders, Lauren embeds the core purpose into all of her client relationships to ensure a) one’s legacy isn’t left to chance, and b) any wealth is preserved for future generations. 
Lauren grew up in the sunny town of Skegness, Lincolnshire and moved to Derby seven years ago. Lauren now lives in Moira, South Derbyshire with her partner and enjoys walking and running in the National Forest nearby.
Gary Hans, Director, AMG Wealth Management
Having worked in financial planning arena for 18 years, Gary has spent the last 5 focusing on providing tailored financial solutions to directors, professionals and retired clients wanting to protect and enhance their wealth for the security of themselves and their families. 
Gary is dedicated to building long term relationships with his clients through:

Understanding the financial issues which concern them most
Appreciating their attitudes to risk and ethical investments
Creating tailored wealth management solutions based on their individual goals and aspirations
Adapting these solutions as their needs change over time.

Kimberley Shapcott, Director, Shapcotts Accountants
Kimberley Shapcott is a Qualified Chartered Accountant and Professional Property Investor.
Shapcotts Accountants work focuses on small to medium-sized business and individuals providing a full range of services to assist businesses set up, develop and grow to reach their potential and to fulfil the business owners ambitions and goals. 
Shapcotts Accountants Vision is to “Assist business owners to achieve their dreams and goals through support and understanding of their businesses finances”. 
In 2016, Kimberley started investing in Property with her husband following completion of a number of courses with Legacy Elite Training. She has several HMO projects in Derby up and running, with new projects moving forward to complete in 2018.

Business Legacy Seminar: Do you have a plan in place? , To Be Confirmed event

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