Recording details

In this recording we will look at pre-transaction planning and exit, including method and timing, implementation of share schemes, demergers and more.

From a personal planning perspective we will look at maximising tax efficiency and cashflow planning to consider future income requirements and level of gifting.


Adam Osper Financial planning
Managing Partner

Adam Osper

Financial planning

Laura Hayward Personal tax

Laura Hayward

Personal tax

Michael Hanlon Business development and marketing
Head of Professional Connections BD, Managing Partner

Michael Hanlon

Business development and marketing

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

10:00 - 11:00 GMT

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