How We Can Help.
The terms of your Will are crucial. They determine how you protect your family and ensure your hard-earned wealth and prized possessions are passed on according to your wishes. At Vault Private Client, we help you understand the contents of your Will and plan its structure around your circumstances, priorities and risks.
We believe in preparing early, not only to reduce inheritance tax where possible, but to avoid unnecessary stress and complications for those dealing with your affairs. Our expert team will ensure your Will is tailored to you, from business interests and family structures to asset protection strategies.
Working With Our Business Property Will Experts.
Our experienced solicitors will provide bespoke guidance on:
- Inheritance tax mitigation
- Protecting business assets and shareholdings
- Incorporating trusts for risk protection
- Supporting vulnerable or dependent beneficiaries
We ensure your Will reflects both your commercial and personal priorities. Whether you’re a sole trader, company director or have complex family considerations, we are here to help you make informed decisions that work for your situation.
Business Lasting Power of Attorney (LPA).
It’s equally important for business owners to consider a Business Lasting Power of Attorney (LPA). This ensures your business can continue operating if you lose mental capacity due to illness or accident.
At Vault, we advise sole traders, directors, LLP members, and partners on the importance of this planning tool. Without a Business LPA in place, bank accounts may be frozen, contracts delayed, wages unpaid, and the business reputation at risk. In many cases, this forces families or colleagues into a lengthy and expensive Court of Protection application, potentially placing your business in the hands of someone with no commercial experience.
A Business LPA allows you to appoint a trusted attorney to make business decisions temporarily if you’re unable to. It doesn’t interfere with your day-to-day control while you’re well — it simply acts as a safeguard.
We have significant experience preparing Business LPAs alongside Wills and can ensure both documents work in harmony. Visit our LPA page or contact us today for a no-obligation quote.
THE BEST IN THE BUSINESS.
Meet our expert team of wealth management specialists, dedicated to providing tailored advice and trusted support to help you protect your wealth and plan confidently for the future.
Russell Kaminski
Partner and Head of Private Client
Lucy Cresswell
Associate
Alison Rocca
Partner
Jason Stanley
Partner
Holly Greensmith
Solicitor
Matt Fleetwood
Group Chief Executive & Founder
Mark Dawson
Group Managing Director
Amanda McAlister
Head of Group Consumer Brands
Because we are here to help you.
Protect your business and secure your legacy – speak to our experts today about drafting a tailored Business Property Will.
“We had a very good meeting yesterday with Lucy Cresswell. She set out their plan of action and both ### and I came away from your offices a lot happier.”
PROBATE CLIENT
