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

Speakers

Ann Marie Atkins
Managing Partner

Ann-Marie Atkins

Financial planning

Laura Hayward Personal tax
Partner

Laura Hayward

Personal tax

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.

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Time & Location

Online
12:00 - 13:00 GMT

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