CLA Succession Roadshow

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The CLA team is hosting a series of events in October and November, sponsored by Irwin Mitchell, on the topic of succession.

Succession planning is notorious for being one of those things that is often left to be dealt with on another day. Despite that, succession planning is one of the most important tasks facing any landowner. It is crucial to the ongoing viability of a business, as well as future family harmony.

If you leave major decisions about the future of your business and assets too late, you may have to make them without time for proper consideration and at a time of great stress, with more limited and less tax efficient options.

The best time to think about succession planning is right now, and to help you start your succession planning journey, the CLA tax team and our sponsors Irwin Mitchell will talk through the practical, tax and legal considerations, using illustrative case studies to help demonstrate how to navigate succession planning.

Louise Speke and Jack Burroughs from the CLA tax team will provide relevant and practical guidance on succession planning and experts from Irwin Mitchell will also present on the day.

Dates and locations

Thursday 13 October

9.30am - 12.30pm

Buckminster Village Hall, Buckminster, Leicestershire

BOOK HERE >

Tuesday 15 November

2.00pm - 5.00pm

Knebworth Golf Course, Hertfordshire

BOOK HERE >

Wednesday 16 November

9.30am -12.30pm

Wingfield Barns, Wingfield Nr. Diss, Suffolk/Norfolk border

BOOK HERE >

Other CLA regions are also holding events soon. For the full list click here >

Tickets cost £25 (VAT inclusive) for members and £40 (VAT inclusive) for non-members.

Anyone paying for a booking can register additional attendees free of charge. To do this you must email the CLA East office: east@cla.org.uk

Agenda

  1. Introduction and Housekeeping (5mins)
  2. Succession Planning (15 mins)
  3. Case Studies and Panel Discussion (1hr 20 mins)
  4. Q&A session
  5. Meet the advisers

How to book?

Each family attending will be required to purchase a ticket for the event. Additional tickets are complimentary and must be registered by emailing the CLA East office.

Non-members who join the CLA on the day of the event will be refunded the cost of their ticket. For further information or assistance with your booking please contact CLA East on 01638 590 429.

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