1. Jane Maitland Head of private client team
Business Bereavement
Jane Maitland
Head of private client team

2. Business bereavement
Accidental
Natural

3. Some statistics

4. Business bereavement Immediate issues Organ donation Coroner
Post mortem
Livestock
Guns

5. Business bereavement Registration of death Who is responsible?
Funeral arrangements

6. Is there a Will?

7. The Will Where is it? Is it valid?
Does it contain any funeral directions?
Who are the executors?
Who are the beneficiaries

8. Grants of representation
Executors
Grant of probate
Grant ad colligenda bona
Administrators
Grant of Letters of administration
Grant of letters of administration with will annexed

9. Grants of representation
Chain of representation
Surviving executors
Executors to whom power is reserved
Grant de bonis non

10. Intestacy What is intestacy? Who inherits on intestacy?
Who is entitled to the grant on intestacy

11. The estate What are the assets and liabilities?
What passes under the Will?
What doesn't pass under the Will?

12. What are the documents? Will Title deeds to land Trust deeds
Partnership agreement
Tenancy agreement

13. What if there are no documents
Legislation
Partnership Act 1890
Agricultural Holdings Act 1986
Trustee Act 1925
Contract Law
Intestacy Rules
Tax Acts galore
Case Law

14. Business relationships
Partnership
Landlord
Contractors
HMRC
Tenants
Government Agencies
Professional
Services
Certification bodies
Employees

15. Business continuity Paying employees and suppliers
Security of premises, house and contents
Insurances
Sale or retention of business

16. Lifetime planning Make a Will and keep it under review
Lasting Powers of Attorney
Partnership agreement
Life insurance
Inheritance tax planning

17. “Life should not be a journey to the grave with the intention of arriving safely in a pretty and well preserved body, but rather to skid in broadside in a cloud of smoke, thoroughly used up, totally worn out, and loudly proclaiming”
"Wow! What a Ride!”
Hunter S. Thomson, The Proud Highway: Saga of a Desperate Southern Gentleman,

18. Any questions?

19. Please note: Professional advice should always be sought for assistance in specific areas of the law, and we cannot accept any responsibility for any action based on this presentation