Event

Planning a business exit? - A webinar to support you

Name: Planning a business exit? - A webinar to support you
Start: 2025-06-26
End: 2025-06-26
Location: Online

Selling a business can be stressful and confusing, often raising issues out of business owners’ usual remits. Fortunately, our essential webinar provides an opportunity to hear from our panel of business exit experts.

Jun 26 Online Speakers

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Our speakers will guide you through the important steps and key milestones to consider when selling your business. Experts at S&W are joined by guest speakers from Evelyn Partners and together they will explore pre and post exit strategies, including tax efficiencies, business exit methods and financial planning considerations for business owners.

Time & Location

June 26 2025 12 - 1pm

Agenda

During the recording, we will cover:

The changes planned for CGT, business relief and investors’ relief
Pre-transaction planning and exit, including methods and timing
Share schemes, demergers and business asset disposal relief (BADR) qualifications
Maximising tax efficiency
Consideration of future income requirements and cashflow planning
Potential inheritance tax solutions and qualifying for business relief
Post-exit investment strategies commonly used by entrepreneurs

Laura Hayward

Partner

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Mark Gee

Senior Corporate Communications Manager

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Luke Brooks

Managing Partner, Evelyn Partners

Luke has specialised in providing private client advice since 2002 and joined Evelyn Partners, then Smith & Williamson, in 2005. His experience encompasses advising business founders and owners, C-suite directors, partners of accountancy and law firms, and investment professionals. He also provides specialist advice on the structure of investment strategies for the Court of Protection and personal injury trusts.
Nicholas Scarborough

Partner, Evelyn Partners

Nick joined Smith & Williamson on the accountancy side in 2010 as part of the graduate scheme. Having qualified as a Chartered Accountant, he switched to Investment Management and has since run discretionary portfolios. In addition to portfolio management responsibilities, Nick is the lead analyst researching Food Retail stocks and UK Smaller Companies collectives.