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Beyond the Boardroom – the Moments that Matter

24 April 2024 08:00 - 10:00

The Eden Room, The Roseate Reading, 26 The Forbury, Reading, RG1 3EJ

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If you’re an entrepreneur, business professional or high net-worth individual, early planning can help to ensure the protection and fair distribution of wealth in the event of death, illness, marriage, co-habitation, separation or divorce – the moments in life that affect us all. We understand the importance of personalised and comprehensive legal solutions, focusing on protecting wealth and securing the future of our private clients.

Join us at our upcoming event as we introduce you to Rachel Turner, Partner in our Corporate team, Emma McCarthy, Partner in our Private Client team and Kate Grant, Partner and Head of Family Law in Thames Valley and London, who often work closely together to provide a joined up service for high net-worth individuals.

We’ll talk through the intricacies to consider to ensure you are covered from a corporate perspective, to include:

  • How to manage family owned business assets, such as shares in private companies – ensuring properly drafted articles of association/ shareholders’ agreements are in place
  • How to regulate transfers of shares to family members for tax planning purposes and looking at what can go wrong
  • The process of transferring shares in a private company to beneficiaries under your will
  • We’ll look at an example of share sale creation of wealth and the transition to becoming a high net-worth individual.

We’ll also look at making sure both you and your family are protected, through the discussion of:

  • The introduction of no-fault divorces
  • The law on finances – how can you ensure a fair and reasonable outcome whilst ensuring discretion?
  • Cohabitees – what protection is in place when it comes to children?
  • The dangers of blending non matrimonial property
  • Pre-nup and Post-nup autonomy and accountability and the safeguard checks that need to be implemented
  • Alternatives to court.

And to conclude we’ll consider the fundamentals of wills, trusts and estates and outline:

  • Wills vs Intestacy, Inheritance Act claims, adoption and what happens during the divorce process
  • LPAs vs Deputyship – both business and personal
  • Inheritance Tax, planning and reliefs.

Breakfast is included – please let us know when booking if you have any dietary requirements.

If you would like to join us and take the first step on the journey to protecting the moments that matter to you, book now.

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