ESTATE PLANNING FOR BUSINESS

Estate planning is ensuring that your wishes are adhered to before and after your death.
There are several ways to ensure your wealth and estate staying in your family after your death. Also to control how your money is passed on to your chosen beneficiaries. Or business partners, shareholders or directors.
Here at Dolphin Financial Limited, we will work out a Legacy plan that is bespoke to you. We can also look at arranging a business succession plan for your business.

Business Lasting Power of Attorney

What would happen if you were unable to run your business due to incapacity?

Without a decision making, no one can act on the businesses behalf without a Business Lasting Power of Attorney being in place if you have lost capacity and not being able to make decisions for the business.

A Business Lasting Power of Attorney safeguards against any eventuality that would stop a business owner or director running the business.  Here at Dolphin Financial Limited, we can help you.

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If you would like further information please contact us, or click here to book your free initial consultation.

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Business Update

Due to the ongoing Coronavirus (COVID 19) issue, we are currently working remotely or carrying out administration only within the office.

We are still carrying out business as usual and are contactable during the normal business hours of 9am-5pm.

All existing and future client appointments will be conducted either by Skype, over the phone or by email.

We ask for any letters/paperwork to be dropped into the letter box as the post will still be picked up daily by a member of the team.

If you have any questions or inquiries we are contactable by phone on 01928761001 or by email at caitlin@dolphinfinancialltd.co.uk

We apologise for any inconveniences.

 

Kind regards,

The Dolphin Financial Team

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