Future‑Proof Your Business: Wills, Succession & Legacy Planning

In Hong Kong’s fast‑moving business environment, business owners focus on growth but overlook one critical element — what happens to the business if something happens to them.

Standard personal Wills rarely account for the complexities of company shares, cross-border jurisdictions, or partnership agreements. Without a dedicated Business Will, a company may face operational disruption, frozen accounts or unintended tax exposure, creating serious challenges for both family and business partners.

This exclusive webinar by Soteria Trusts is designed for Hong Kong business owners, directors, shareholders, and expatriates managing cross‑border assets.

What You’ll Learn

This practical, insight‑rich session covers:

  • What a Business Will is and how it differs from a personal Will
  • Why every business owner — from SMEs to family enterprises — needs one
  • How different business structures (LLC, Ltd, sole proprietorships, family companies) affect succession
  • Business legacy planning strategies
  • Local and international tax considerations for business owners
  • The role of insurance in business estate planning
  • Real‑life case study: A Hong Kong family business
  • Live Q&A with Soteria Trusts specialist

Future Proof Your Estate with Soteria Trusts

Join expert Neil McCormick to learn how to protect your wealth and family’s future. Understand key tools like Wills, Life Insurance Trusts, LPA, and strategies for estate distribution and corporate succession planning.

Who Should Attend?

  • Business owners planning for the future of their companies.
  • Individuals looking to protect their family’s financial well-being.
  • Anyone interested in understanding the nuances of estate planning.

Register Now & Future Proof Your Estate

Take control of your financial future. Reserve your spot now and gain the knowledge to make informed decisions.

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Time - Please note that the events are in the Hong Kong time zone.

 

Date:Thursday, 26 March 2026
Time:12:30 & 6:30 Hong Kong Time
Format:Zoom Webinar link will be sent to you
Host:

Neil McCormick, Soteria Trusts 

Neil McCormick is a trusted advisor to Hong Kong business owners, known for his practical, relationship‑driven approach to protection planning. With a strong foundation in business insurance and risk management, he also supports clients in Will writing and estate planning, helping entrepreneurs safeguard both their companies and their families with clarity and confidence.