Guide 03 · 8 min read

Wills for Business Owners

BPR, succession planning, shareholder agreements and the 2026 reforms every business owner should understand.

All guides

This guide provides a clear overview of the key decisions and practical considerations involved. Your circumstances are personal, and the right approach depends on your family, assets and wishes.

The important decisions

A well-prepared will should clearly identify who is responsible for administering your estate, who should benefit, and how particular assets or family circumstances should be handled. Clear drafting reduces uncertainty and helps your executors carry out your wishes.

When professional advice matters

Business interests, overseas assets, trusts, inheritance tax exposure, vulnerable beneficiaries and complex family relationships may require specialist advice. Our free compatibility check flags these issues before you begin.

Keep your plans current

Review your will after important life changes, including marriage, divorce, the birth of a child, a house move or a significant change in your finances.

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