Future-Proof Your Business with Strategies for Seamless Succession

Wilkin Chapman - Forrester Boyd

Join Forrester Boyd Chartered Accountants and Wilkin Chapman Solicitors for this insightful half day workshop, where we will be delving into the key strategies for identifying a clear exit strategy and how to align this to your succession planning. Whether you're planning for retirement, planning to sell or want to ensure the long-term health of your enterprise, this workshop will look at all the different strategies, with interactive sessions and case studies to help you make informed and insightful decisions with confidence.

Schedule

08:30am - Registration, Tea/Coffee/Pastries & networking

09:00am - Welcome – Chamber

09:15am - Wilkin Chapman Sarah Adams & Jack Newall-Swallow

10:15am - Break, Tea, Coffee, Breakfast buns

10:30am - Paul Tofton, Forrester Boyd

11:30am - Q&A

11:45am - Networking

12:15pm - Finish

Speakers

Paul Tofton, Partner, Forrester Boyd

Paul will focus on essential topics related to exit strategies and the importance of succession planning. He will discuss how effective succession planning can help ensure your business maintains its value over time and how to prepare for a successful exit. Paul will also cover the key role of tax planning in the process, offering insights on how to navigate the complexities involved. Additionally, he will explore strategies to ensure a smooth transition when passing the business on, ensuring continuity and long-term success.

Sarah Adams, Partner & Jack Newall-Swallow, Solicitor, Wilkin Chapman

Sarah and Jack will be discussing several critical aspects. They will highlight the importance of having valid Wills in place, ensuring that the future of a business is properly provided for. They will also cover Business Lasting Powers of Attorney (LPAs), which are essential for maintaining effective management of a business in the event of unforeseen circumstances. Additionally, they will delve into succession planning, emphasising the need to plan ahead for the future stability and continuity of a business. Lastly, Jack and Sarah will touch on Business Property Relief (BPR), explaining its relevance in reducing the inheritance tax burden on business assets.

Places are limited so please do book your place early to avoid disappointment.