Distinguish your firm as a scale up champion by both protecting your clients against risk and supporting their growth.

Your private business clients have probably invested everything in their business: money, time, energy and sacrifice. They tend to be so focused on running the business, they don’t step back to look out for threats and opportunities.

Join us for an insight and networking session to gain perspectives on three critical issues which any business owner needs to have planned for, and seldom considers until it it’s too late:

• The 9  growth challenges facing every business
  Gary Baker, CEO Aurik
  
  
• What happens to a business if a shareholder dies?
  Neil Huntington, Director, Huntington Ross
• The Importance of a Business Power of Attorney
  Maria Beckwith, Founder and Director, Wills @ Home Ltd

Gary brings a set of experiences from legal, to start up, through to the successful sale of his company through an MBO, to help business owners scale and grow towards an exit or to succeed the business to the next generation.

Neil is in his 30th year in financial services, most of that as an Independent Financial Adviser. Latterly with a focus on helping business owners reduce their tax bills, look after their money and protect the things that are important to them. 

Maria has >37 years’ work experience across Banking, Financial Services and Estate Planning. Maria qualified as a Financial Advisor in 1992 and has a plethora of experience working for large international corporations.

After establishing Wills @ Home in 2009, Maria completed the Society of Trusts and Estate Practitioners (STEP) Advanced Certificate in Will Preparation for England and Wales. Maria’s estate planning knowledge and robust financial background allows her to aid clients in making informed decisions when planning their Wills, Trusts and Lasting Powers of Attorney.