Estate planning for business owners combines personal wishes, family dynamics and tax law. Gortreagh Consulting helps clients across Mid-Ulster structure affairs so wealth passes efficiently, businesses survive transitions and unnecessary tax is not paid through lack of planning.
What we cover
Review of wills, trusts, shareholder agreements and cross-holdings.
- Business Property Relief and Agricultural Relief considerations where relevant.
How we work
Confidential discovery of assets, objectives and family context.
- Written recommendations with prioritised actions and professional referrals.
Business Property Relief
Shares in trading companies may qualify for Business Property Relief at 100% if conditions are met. We review trading activity, asset mix and non-qualifying investments that could jeopardise relief.
- Planning often spans years: cleaning up balance sheets, formalising agreements and aligning wills.
Family communication
Estate plans fail when families are surprised. We encourage structured conversations alongside professional documents.
- Life changes such as marriage, divorce or new grandchildren trigger reviews.