Private Client Issues – March 2021

11th March 2021

Welcome to this month’s edition of Private Client Issues, Blake Morgan’s monthly round-up of the topics you may find of interest. It features insight and advice on developments affecting private individuals.

As the COVID-19 pandemic continues to impact the way we work and live, we wanted to take this opportunity to remind you about some of the things we’re doing to help. As always, our focus is on providing you with a high-quality service, while working to keep our staff, clients and contacts safe. Our employees continue to work from home where possible, and are happy to meet with you virtually, or in person where this is necessary and can be done in accordance with Government guidelines. We are really proud of the way that our staff have risen to the challenge to do this without impacting the service we provide.

The situation continues to be fast moving, with new measures being announced as the Government addresses the key issues facing both individuals and businesses. Our teams are here to help you, with the advice and support you need at this difficult time. Please access our COVID-19 hub for up to date information on key issues and please look after yourselves and those close to you.

Transgender legal rights

We look at legal gender, gender recognition, marriage and civil partnerships, inheritance, pensions and benefits as well as other matters to consider for transgender people and the law.

Read more about the legal rights and challenges of transgender people.

Why do you need a shareholders’ agreement?

In the hustle and bustle of setting up your own business, certain items can be overlooked for ease or to save costs. For owner managed small businesses, shareholder agreements could be crucial further down the line.

Read more about why small business owners should have a shareholders’ agreement.

Key points in selling your business

If you are an entrepreneur or small business owner, what are the key points to bear in mind when it comes to selling your business? We look at how best to get your house in order for private company sales.

Read more about how to get small businesses ready for sale.

Extension of the furlough scheme to September 2021

Following the budget announcement of the extension of the furlough scheme until the end of September, we take a look at everything you need to know, from contributions to furlough fraud.

Read more about the furlough scheme and what it means for business owners.

Now is not the time to demote diversity

We must now, more than ever, be looking to absorb and embrace as many forms of diversity as possible into our culture and workplace.

Read more about diversity and inclusion in the workplace.

Women in Leadership

You can watch the recording of our Women in Leadership webinar that we hosted on International Women’s Day. It was an inspirational online event where we heard from Professor Cara Aitchison and Sophie Howe.

Download the recording here.


If you are impacted by any of the above topics or you would like further information on how we can help you, please contact your usual Blake Morgan adviser.

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