Recording details

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

Find out more about:

  • 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

Time & Location

10:00 - 11:00 GMT

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