Join us at our upcoming Succession planning seminar hosted in collaboration with MHA.
Business succession and exit planning are emotive issues and often beg more questions than answers:
- Is my business ready for a trade sale? How much could it sell for?
- Do I need to reorganise my business structure pre-sale?
- Should I encourage my management team to take over? Do they want to?
- Do I pass the business down to the next generation? Are they ready?
- Is an Employee Ownership Trust a good way to go? Is it costly?
- When do I start the process? What legal aspects should I consider?
- What are the potential tax liabilities and pitfalls?
- Post exit, what’s the best way to use the wealth that I have generated?
- What effect will the Autumn Budget 2024 announcements have on my plans? Should I gift shares or change my will and/or put shares into trust now as a result?
If these are the sorts of questions that keep you awake at night, then join us to hear first-hand what the reality of a business exit might look like.
In light of the Autumn Budget 2024 and key changes to and Inheritance Tax due to take effect from 6 April 2026 and 6 April 2027, we have gathered a panel of experts from across the fields of tax, financial planning, corporate finance and law who will discuss all the key components of a successful exit and bring it to life with a case study.
