The most prudent way to deal with potential succession issues is to ensure that a beneficial owner has a current Will, not only for succession purposes but their estate in general. This will allow the beneficial owner the opportunity to set out exactly what is to happen to the shareholding and is the most definitive proof of those wishes.

A Will is a document that must be accurate including both the content and the execution, so we have had our legal advisor prepare this Will Instruction Form for your will, along with a Will Template. Please click on these links for the forms. Physical copies are available from the Executive Office. The process is straightforward and results in clear instructions to the administrators of the estate.