How to plan for Successful Succession
Succession planning is the strategic process of identifying the future leaders of your business; those who will take over when current leaders step down.
IHT and Business Succession Planning webinar
When planning to exit from your business, it is important to consider both business succession and Inheritance Tax Planning (IHT).
Business Succession Planning is the strategic process of identifying the future leaders of your business, those who will take over when current leaders step down.
Inheritance Tax Planning (IHT) is the process of identifying and developing ways to pass your personal assets on to the next generation in the most tax efficient way.
Both inheritance tax planning and business succession planning go hand in hand and it’s important to consider them when undertaking any succession preparation. It’s also imperative to start planning early so there is a smooth transition.
Mazars Succession Webinar
Date | Wednesday 13 November 2019 |
Time | 9:30 am |
Panellists | Nicholas Nesbitt, Financial Planning Director |
Andrew Westhead, Tax Partner | |
David Baggott, Deal Advisory Senior Manager | |
Register | Click here to register for the webinar |
Our free, live webinar, will be hosted by specialist Tax, Corporate Finance and Financial Planning Advisers who will discuss the different challenges you may face as a business owner when you decide to either sell your business or pass it on to the Next Generation.
In our session we will cover:
• Planning for succession and retirement
• Exit options and preparing for sale
• Gradual succession options
• How to pass your family business on to the next generation
• Investing post sale
• How to grow your personal wealth
• Inheritance tax planning
If you would like find out more and join our webinar, please sign up here.
Further Information
Throughout November we are also hosting local events in many of our locations across the UK, which will also cover all the above topics.
Please find below further sign up information for each of the locations hosting events:
Location | Date | Time | RSVP |
Thursday 7 November 2019 | 8:00 - 10:00 am | Sign up here | |
Thursday 28 November 2019 | 9:30 - 11:00 am | Sign up here |
Get in touch
If you would like to know more about how we can help you manage, plan or invest for your future, please get in touch.