Episode Details

Holistic Estate planning is widely considered as being 'so hot right now' for many advisers.

Business succession planning, as part of holistic estate planning, is arguably becoming the 'go to' value add for many advisers.

This session will explore the key ways financial advisers, accountants, risk advisers and other lawyers can leverage View's facilitated business succession planning platform to monetise their offering; while managing risk.

With updated content for 2026, the webinar will explore the latest iterations available for advisers wanting to facilitate or project manage product delivery in areas such as: 

•   insurance funded buy sell deeds 
• all forms of non-insurance funded agreements (including shareholder, partnership agreements and property owners deeds)
• interplay with wider offerings (including trust succession and estate planning)
• Stapling of arrangements across multiple entities
• annual business succession planning health check

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