Disaster Planning for Business Owners
How to ensure the wheels don’t come off a business if an owner dies or is incapitated
It should be essential that all businesses have considered the impact of any disaster yet many don’t consider the impact of loosing an owner. The discussion will look at what business owners can do to mitigate the impact and why they might want to think about succession planning and key things to consider. The recent changes to Business Property Relief and the impact on Inheritance Tax planning for business owners also drives many of the considerations behind their plans.
Insurance can play a role in managing these risks and what provisions need to be in place to ensure smooth succession and minimal tax implications. Hear how both the advisers and the expert solicitor can bring life a valuable solution for your clients.
- Date: Wednesday 25 February 2026
- Time: 2pm to 3pm
Learning objectives – By the end of the session you will
- Know how to position insurance as a solution to business owners facing new IHT risks, and how to have a broader conversation about risk analysis, planning and mitigation
- Understand when to bring in other professional advisors to support the client (and adviser) and know who these should be
Speakers – Mihiri Gajraj – Partner and Head of Client, Trethowans and Lee Thomas – Protection Consultant, Pangea Life.
Please register your place here.
Questions for the panel – if you want to raise any questions for the panel, please email [email protected] and we’ll try to include as many as possible.
