Secure Your Business Future

Expert Advice for Managing Business Assets and Inheritance

Plan for the future of your business with bespoke Wills and LPAs designed to protect your assets and legacy

Not only do we provide services for individuals who wish to make a Will or enter into a Lasting Powers of Attorney (LPAs),  we also offer the same for clients who own businesses,  business assets such as shares,  or are in a partnership. 

Just like a person entering into an LPA,  business owners are able to do the same which will allow a chosen person to act as an agent on their behalf.  It is important to consider this if you own a business because it will ensure that someone is appointed to manage your business affairs should you lose capacity.  You may feel that those people who are best placed to manage your business interests are not necessarily those you would want to manage your personal finances or welfare decisions therefore we can help you put in place separate arrangements for the two areas of your life.

Our specialist Will drafting team will tailor your Will to ensure your business assets, such as shares or property, are protected in the best way possible, both for tax planning and ensuring that your business can carry on after death.  Our team at Beers are highly experienced in Inheritance Tax planning and can therefore help your business assets pass through your estate in the smoothest and most effective way possible.  We will guide you through each stage of the process to make sure that you are happy with every aspect of your Will and any business assets you may wish to include so that your loved ones can enjoy more of what you have worked so hard to leave them.

We will guide you through each stage of the process to make sure that you are happy with every aspect of your Will and any business assets you may wish to include so that your loved ones can enjoy more of what you have worked so hard to leave them.

Meet The Private Client for Business Team

Zoë Le Fort

Zoë Le Fort

Partner & Head of Private Client

Kingsbridge: 01548 857000

Michael Le Fort

Michael Le Fort

Partner and Higher Rights Solicitor

Kingsbridge: 01548 857000

Plymouth: 01752 246000

Kate Shute

Kate Shute

Associate Member of CILEx

Kingsbridge: 01548 857000

Kate Cawley

Kate Cawley

Assistant

Kingsbridge: 01548 857000

Gillian Inch

Gillian Inch

Assistant

Kingsbridge: 01548 857000

Tailored Estate Planning for Business Owners

At Beers, we provide expert guidance to business owners for managing their assets and planning for the future. From bespoke Wills to Lasting Powers of Attorney, we ensure your business interests are protected and your legacy secured. Let us help you create a plan that benefits your loved ones and your business.