Succession planning: for you and your business

Planning for succession is one of the most important decisions a business owner will make. Whether considering a sale, management buyout, private equity investment or employee ownership, understanding the legal, tax and personal wealth implications is critical to protecting value and securing the right outcome.

Join Myerson Solicitors, Rathbones and Claritas Tax for an in-person panel discussion exploring the key routes to succession, strategies for maximising business value, and the steps owners can take to preserve and grow wealth after exit.

Facilitated by Chris Wilson, Head of Business Development at Myerson Solicitors, this session brings together specialist advisers to discuss the practical considerations business owners should be thinking about now both before and after a transaction.

Why attend?

Succession Routes: Legal and Tax Considerations

Exploring the main routes to succession and their practical implications:

• Management Buyouts (MBOs)

• Trade sales

• Private equity investment

• Employee Ownership Trusts (EOTs)

Succession Planning and Maximising Value

Preparing for exit and structuring for the best possible outcome:

• Business Asset Disposal Relief (BADR) and Capital Gains Tax (CGT)

• Preparing your business for sale or succession

• Building the right advisory team

• Corporate reorganisations and demergers

• Trusts and Personal Investment Companies (PICs)

Maintaining and Growing Value After Exit

Protecting and planning wealth for the future:

• Capital Gains Tax and Inheritance Tax planning

• Family Investment Companies (FICs)

• Trusts and Wills

• Investment strategies, including EIS

• Pension planning
• Family and marital considerations
• Offshore planning considerations

This panel will provide practical insight into how to approach succession strategically from selecting the right exit route to planning for long-term wealth preservation.