All of this will be wrapped around succession planning, which can be a complex subject and has many moving parts but if we strip it back, we are essentially talking about the process of transitioning the leadership, management, and ownership of a business.
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For the first episode of season 2, Natalie is joined by Alan Frost, Partner in the Consulting division of Mazars and the third and final generation of his own family business. They discuss how essential it is to involve both family and non-family members in designing a general business plan, so the business can thrive.
Natalie and Russ discuss the emotional and more personal side of succession planning – preparing the family. Russ explains how to break down emotional barriers so families can prepare themselves for the next stage of the business and next stage of life.
This week, Natalie is joined by Andrea Jones to discuss the legal framework that business owners and leaders should consider as ‘must haves’ to ensure that the long-term succession, control, decision making, and ownership of the business are aligned with the intentions of the family.
In this episode, Natalie is joined by Zoe Peck, a Tax Advisory Partner for Mazars, to discuss how different tax structures can be used pre, post, and during the transition of succession. They consider different options available for family businesses to structure their planning in a way that allows them to limit tax leakage and maximise profit extraction without putting the integrity of the business...
In this penultimate episode, Natalie is joined by Paul Joyce, a partner in Mazars’ Mergers and Acquisitions team. They discuss employee-owned trusts as an alternative route to succession. Trusts come in many different structures that can be incredibly flexible and tax-efficient, but ultimately whether they are appropriate or not often depends on specific business objectives. An Employee Owned Trust...
The final episode sees George Lagarias (Chief Economist at Mazars in the UK), join Natalie Wright to discuss the economic landscape and how it is affecting family businesses in the UK. We touch on various sectors including manufacturing, retail, and wholesale as well as property and construction. Although still in the midst of a global pandemic, we are moving away from lockdowns, resulting in more...
Family businesses are unique and require specialist advice to help protect their legacy, as well as support designing and implementing effective succession plans for the long term.
Our Exploring Family Business Podcasts delve into the inner workings of family business in the UK today. Each week Natalie Wright, our Head of Family Business, interviews a panel of special guests, all of whom work in this sector, to discuss the challenges they face and their strategies to overcome these....
In this series, Natalie Wright and her guests delve further into the transition from NowGen to NextGen, exploring the personal and practical aspects of handing over the ownership and the management of the family business, as well as the challenges and opportunities that change can bring.
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