Succession Planning for Business Owners: Protecting and Growing Your Wealth

Succession planning involves much more than deciding when to sell or step away from a business. The right legal, tax and wealth planning can help business owners maximise value, manage risk and protect their long-term interests.

In this webinar, specialists from Myerson Solicitors and MHA discuss the practical considerations at each stage of the succession journey, from selecting the right exit strategy and preparing a business for succession to protecting and growing wealth for the future.

Designed for business owners, entrepreneurs, company directors, shareholders and professional advisers, the session provides practical guidance to help business owners understand their options and plan confidently for succession.

What does the webinar cover?

Our specialists discuss:

• Succession routes – the legal and commercial considerations surrounding management buyouts, trade sales, private equity investment and Employee Ownership Trusts.
• Preparing for succession – practical considerations when getting a business ready for sale or transition, including corporate reorganisations and demergers.
• Tax planning – key considerations including Business Asset Disposal Relief, Capital Gains Tax and planning before and after succession.
• Investment and wealth planning – including Family Investment Companies, Personal Investment Companies, trusts and investment strategies such as the Enterprise Investment Scheme.
• Protecting wealth after exit – considering Inheritance Tax planning, Family Investment Companies, trusts, Wills and pension planning to help preserve wealth for the future.

Disclaimer: The information discussed in this webinar was correct at the time of recording. Tax legislation and reliefs can change, and individual circumstances will vary. Please speak to the Myerson team or your professional advisers for advice tailored to your specific circumstances.