A Family Business Agreement (FBA), sometimes known as a family constitution or a family charter, is a non-legally binding document that provides a clear framework for how your family directs matters when it comes to the family business and family wealth.
Our multi-disciplinary team has extensive experience of providing expert advice to high growth, small and medium sized family businesses from a range of sectors.
Financial planning, investments, inheritance tax and Trusts
Court of Protection
Legal Services
If you are appointed as a Court of Protection Deputy for property and financial affairs you will be responsible for managing someone’s finances. This means that you must keep their finances under regular review, even if there are arrangements or relationships which were put in place before your appointment. You cannot simply do nothing. Inherited arrangements or relationships may no longer be in the best interests of the individual now, and as Deputy you may need to make changes to bring those arrangements up to date.
Read more on Financial planning, investments, inheritance tax and Trusts
Clarke Willmott provides a complete legal service to franchisors and franchisees across a broad range of industry sectors, including Retail and Leisure, Hospitality and Care.
The recent case of Elborne v HMRC will be of interest to advisers who act for clients who have put in place a form of inheritance tax planning (IHT) known as the “home loan scheme.”
Our Home Sales team has significant experience in dealing with new build developments and all associated matters. We can assist you by preparing comprehensive contract packs for your developments, assisting with your infrastructure agreements and dealing with your outright or shared ownership sales. We will have team members with specialist knowledge in all of these areas.
At Clarke Willmott, hybrid working is here to stay. When you join us, you’ll be empowered to work where you do your best work, balancing your individual needs with the need for us to engage as teams and deliver excellent client service.
