Pre-exit planning for business owners

This recording will explore interesting approaches and tax strategies around preparing for business exit, including common pitfalls and things to look out for.

• Pre-transaction planning and exit – including method and timing, implementation of share schemes, demergers, BADR relief qualifications.
• Maximising tax efficiency
• Consideration of future income requirements to secure ideal lifestyle preferences and consideration of gifts to family members pre-sale and cashflow planning to help determine the level of any gifts


Ann Marie Atkins
Managing Partner

Ann-Marie Atkins

Financial planning

Ann-Marie has worked in the industry for 27 years and in the UHNW/HNW space for over 10 years.

Working closely with professional partners so all aspects of the overall plan are linked up and understood and in line with objectives and evolving legislation, tax and views.
Ann-Marie's experience is focused on tax planning across all areas of the financial plan and understanding how this compliments other plans in place and can be superior when linked to overall objectives.

Laura Hayward Personal tax

Laura Hayward

Personal tax

Laura enjoys working with entrepreneurial and family run businesses, putting in to place tax efficient structures to achieve family objectives. she enjoys building long term relationships with her clients, joining them on their journey, from start up, growth, to exit or succession and beyond.

Having worked with some clients for over 15 years she appreciates the hard work put in by entrepreneurs and the challenges faced, especially where generations of families are also involved. Laura often works closely with her international network to provide a global service where required. She is also supportive of working alongside other advisors to produce the best outcome for mutual clients, keeping clients at the heart of the matter in the pursuit of all encompassing solutions.

Important information

The value of investments, and the income from them, may go down as well as up and investors may not get back the amount originally invested.

To view Zoom's privacy statement please click here 

Time & Location

12:00 - 13:00 GMT

Watch Event