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.

November 6 2025 12 - 1pm

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.
Nick Travis

Partner, Head of Entrepreneurs, Evelyn Partners

Nick assists a broad range of clients in structuring their long-term financial plans and discretionary portfolios. He works closely with tax and financial planning professionals to ensure that all elements of a client’s wealth (often including their businesses) are considered. Nick’s client base is broad and includes entrepreneurs, angel investors, NEDs, C-Suite Directors, and charities. Nick is particularly focused on supporting business owners in structuring their personal financial affairs while they grow and eventually exit their businesses.