Event

Future proofing the family firm: Valuation methods, tax reliefs and smart succession planning

Name: Future proofing the family firm: Valuation methods, tax reliefs and smart succession planning
Start: 2026-03-18
End: 2026-03-18
Location: Online

Watch this recording of our webinar with Family Business UK, delving deep into the ever-relevant topic of business valuations and how they impact family businesses, exits and succession.

18 Mar Online Speakers

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Time & Location

18 March 2026 12 - 1pm

Agenda

Hosted by an expert panel from S&W, we are joined by guest speaker Fiona Graham, COO at Family Business UK. The panel covers:

Understand what drives business value – Explore the key financial, operational and market factors that influence valuation for family‑owned companies
Learn common valuation methods and how they apply differently to owner‑managed and multi‑generational businesses
Identify tax considerations at every stage – Including structuring, succession planning, and potential sale or transition
Hear practical guidance on preparing for future exit or succession
Discover tax reliefs and incentives relevant to family businesses, from business relief to shareholder planning opportunities
Avoid common pitfalls in valuation, tax planning and inter‑family share transfers
Ask the experts during a live Q&A tailored to family business concerns

Our speakers

Toby Tallon

Partner

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Laura Hayward

Partner

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Samantha Woodward

Director

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Fiona Graham

COO, Family Business UK

Fiona is a passionate advocate for the family business sector. She has spent over a decade working with family businesses ensuring that politicians and policymakers understand businesses operating in the sector, and their needs are reflected in policy and regulation affecting family businesses. Fiona is regularly invited to join Government taskforces and working groups, having sat on the SME Advisory Board, Mid-Sized Business Forum and the Occupational Health Taskforce amongst others. Her career started in politics and policy, including time working in the Scottish Parliament, Scottish Government and leading public affairs agencies.

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