As a Strategic Partner of Evelyn Partners we are delighted to be able to invite you to two of their upcoming webinars, covering key issues around exit. The first explores the types of wealth management strategies and structures that are commonly adopted by Founders. In the second, they will be exploring common approaches and tax strategies around exit, including common pitfalls and things to look out for.
This session will cover:
- Pre-transaction planning and exit – including method and timing, implementation of share schemes, demergers, BADR relief qualifications.
- Maximising tax efficiency
- Consideration of future income requirements to secure ideal lifestyle preferences and consideration of gifts to family members pre-sale and cashflow planning to help determine the level of any giftsTim
There will be opportunity to submit questions to the expert panel.
If you are able to attend then please register at the the link below which will take you to an Evelyn webpage.