About This Webinar
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The first Budget of the new government contained significant announcements that negatively affect family businesses. Failure to take appropriate planning steps could not only result in higher tax liabilities but could jeopardise the business you have worked hard to build.
This webinar with Julia Rosenbloom, Verity Kirby and John Tunnard will cover key aspects of succession planning for business owners, especially in light of the significant changes to inheritance tax reliefs announced in the October 2024 Budget. As we prepare to enter into an entirely new tax era, planning is more important than ever and we will cover tax strategies and the related legal concepts that will help ensure as smooth a transition as possible.
The session concludes with a Q&A, providing expert insights to address your specific questions. Don’t miss this opportunity to secure your family’s future.
Key Topics Covered
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Estate and Tax Planning Post-Budget: updates on inheritance tax, capital gains tax, and other relevant issues
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Wealth Transfer Strategies: to achieve tax efficiency to address legal challenges
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Preparing the Next Generation: Communication, education, and governance
Who Should Attend
Business owners and their families
Our Speakers
How We Can Help
Business succession planning
No matter whether you’re a sole trader, shareholder or owner of a family business, we will help to ensure you have a robust succession plan so you can rest assured that a smooth route to dissolving, selling or continuing your business is in place.