• April 12, 2024
 Superhero Webinar 77: Estate Planning for Corporate Clients

Superhero Webinar 77: Estate Planning for Corporate Clients

Many Advisors hesitate when it comes to dealing with corporate clients, worried that their estate planning knowledge will let them down, but this means missing out on many opportunities. Estate planning for clients with businesses when done correctly can reap significant rewards for both the client and the practitioner.

Our next Superhero Webinar will further your current knowledge and awareness of what planning may be implemented for your business clients ensuring that you can break through into the Corporate market with ease.

Having conversations with business owners about what they would want to happen on their own or one of their business partner’s deaths is vital.
Planning for the ‘what if’ can make all the difference. Tune in to find out more!

Topics include:

• Business Relief: a brief guide
• What should a corporate client’s Will look like?
• Planning for incapacity: Business LPAs
• Cross Option/Double Option agreements: What you need to know

Register your place on our FREE webinar!

All Webinars commence at 10:00am and finish at 11:00am

Register on Friday 14th May

Register on Monday 17th May


This article was submitted to be published by Countrywide as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.

Charlotte Ponder LL.B (Hons) TEP

Charlotte Ponder LL.B (Hons) TEP is the Legal Director of Countrywide Tax & Trust Corporation Ltd and Countrywide Legacy, Charlotte holds a key responsibility in overseeing the running of the company as well as ensuring that the day-to-day operations run smoothly. With a strong legal background, Charlotte is well placed to take on this demanding position, having worked in multiple areas of law before progressing to Countrywide and interacted directly with clients to explain complex concepts in a simple manner. Following her studies and being called to the Bar, Charlotte’s legal career began in family law. As well as providing a strong foundation for her legal experience to build upon, here she also witnessed many divorce cases involving high asset losses, sparking her interest in how such consequences could be prevented.