IHT and Business Succession Planning webinar

When planning to exit from your business, it is important to consider both business succession and Inheritance Tax Planning (IHT).

Business Succession Planning is the strategic process of identifying the future leaders of your business, those who will take over when current leaders step down.

Inheritance Tax Planning (IHT) is the process of identifying and developing ways to pass your personal assets on to the next generation in the most tax efficient way.

Both inheritance tax planning and business succession planning go hand in hand and it’s important to consider them when undertaking any succession preparation. It’s also imperative to start planning early so there is a smooth transition.

Mazars Succession Webinar

Date

Wednesday 13 November 2019

Time

9:30 am

Panellists

Nicholas Nesbitt, Financial Planning Director

 

Andrew Westhead , Tax Partner

 

David Baggott , Deal Advisory Senior Manager

Register

Click here to register for the webinar

Our free, live webinar, will be hosted by specialist Tax, Corporate Finance and Financial Planning Advisers who will discuss the different challenges you may face as a business owner when you decide to either sell your business or pass it on to the Next Generation.

In our session we will cover:

• Planning for succession and retirement
Exit options and preparing for sale
• Gradual succession options
• How to pass your family business on to the next generation
Investing post sale
How to grow your personal wealth
Inheritance tax planning

If you would like find out more and join our webinar, please sign up here.

Further Information

Throughout November we are also hosting local events in many of our locations across the UK, which will also cover all the above topics.

Please find below further sign up information for each of the locations hosting events:

Location

Date

Time

RSVP

Edinburgh

Thursday 7 November 2019

8:00 - 10:00 am

Sign up here

Milton Keynes

Thursday 28 November 2019

9:30 - 11:00 am

Sign up here

Get in touch

If you’d like to find out how our team of experts can help, please complete the form below:

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Related Pages

Success to Succession header

How to plan for Successful Succession

Succession planning is the strategic process of identifying the future leaders of your business; those who will take over when current leaders step down.

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Whatever your stage of life, career path or goal, our aim is simple – to help you achieve your personal financial ambitions, in a tax efficient and compliant way.