Introducing Business Legacy 360

Secure Your Future with Cullimore Dutton

As a business owner, your hard work builds a legacy—but is it fully protected?  Business Legacy 360 is designed to safeguard your personal and financial future with two essential legal and financial services, completely free of charge.

One Firm, Two Experts 

Cullimore Dutton are one of only a handful of firms which can offer both legal and financial advice, providing a truly holistic approach.

Changing Landscape

The Inheritance Tax (IHT) landscape is changing rapidly, with pensions being brought into the calculation and business and agricultural reliefs being drastically reduced.  Many more business owners will pay IHT under the new rules than before.

What’s Included?

✔ Free consultation with a Wills and Probate specialist lawyer and an Independent Financial adviser.

✔ Will Review – Ensure your will is structured to maximise tax efficiency and protect your business assets and your family. If an update is needed or you don’t have a will, we’ll prepare a will for you with 50% discount off our standard basic will price.

✔ Free Estate Planning Review – Our experts will assess your financial situation and provide tailored advice on how to mitigate inheritance tax and protect your legacy.

✔ Free Pension Review – Ensure your pension strategy is aligned with your personal and business estate planning to maximise tax efficiency for your beneficiaries.  This is critical with changes to IHT which will bring your pensions into the IHT calculation and reduce IHT allowances on business assets.

✔ Complimentary Helpline – After signing up for our service, you’ll have access to a dedicated helpline where you can check in with us whenever your circumstances change.

Who Is This For?

This service is exclusively for business owners who want to plan ahead, secure their assets, and ensure their family and business are protected for the future.

Your business is your legacy—make sure it’s protected.

Call us on 01244356789 or email liam.russell@cullimoredutton.co.uk to book your complimentary consultation.