In one of the four webinars inclusive in 2014 Private Client Section membership, Lucy Obrey looks at all aspects of estate planning for owner managers of businesses, from family provision claims to business property relief

Whether you are a sole proprietor, in partnership, or a shareholding director of a limited company, dying without a will can have a devastating effect on the future success of a business, resulting in substantial problems not only for the members of the business, but also their families. If shares are sold by family members on a death, the remaining shareholders may have no control over who these shares are sold to. Avoiding a forced sale or winding up of a business can be avoided with careful planning and drafting of a will that covers your business.

In this one hour webinar coverage will be given to:

  • family provision claims
  • constructive trusts
  • new developments in IHT
  • use of nil rate band trusts
  • business property relief
  • associated operations

The webinar takes the form of a live audio event accompanied by slides during which you will have the opportunity to ask questions. Following the event, you will be able to revisit a recorded version

The audio webinar took place on 11 November 2014. 


Lucy Obrey, Solicitor and Partner at Higgs & Sons, Solicitors in the West Midlands 

She is a member of STEP and sits on both the Birmingham STEP Branch and Technical Committees. She is also recognised in Chambers and Partners in the area of trusts and personal tax