Event

Planning a business exit? - A webinar to support you

Name: Planning a business exit? - A webinar to support you
Start: 2025-11-06
End: 2025-11-06
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.

6 Nov 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 will be 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

6 November 2025 12 - 1pm

Agenda

What 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

There will be a Q&A session at the end of the webinar to raise other relevant issues for our experts to delve into and offer support.

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.
Fergus Caheny

Partner, Investment Management, Evelyn Partners

Fergus has worked in financial services since 1994. His client work includes personal wealth structuring for entrepreneurs, family groups and individuals. He works collaboratively with other advisers to help business owners achieve their goals. He is equally at home advising landed families and he is experienced in dealing with the dynamics of extended families with multiple generations. Fergus places great emphasis on strategic planning, looking at long-term goals and existing asset position before executing investment strategy. This integrates tax strategies alongside the investment process.