(This is a case study based on one of Logic Wealth Planning’s clients.)
If a member of the board dies, what happens to their company shares and how does it impact on the business and their family?
P&W Shipping Services came to Logic Wealth Planning with this enquiry, asking if arrangements could be made which would protect both the finances of the family and the business if ever a member of the board passed away.
After carefully completing research on the company’s finances, fully understanding their wishes and considering the options available, we were able to find a solution which fully met both their objectives.
For more details read on. https://logic-wp.com/client-stories/protecting-business/
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Logic Wealth Planning provides independent financial advice in Manchester, Bury, Rochdale, Cheshire, and the surrounding area, but not limited to the region.