UK
Ireland
Post-Budget insights: pre and post exit planning for business owners
Are you looking for more information and support with your business exit plans following the Autumn Budget? In this recording our panel of experts who will guide you through the important steps and key milestones you should consider when selling your business.
Are you looking for more information and support with your business exit plans following the Autumn Budget? In this recording our panel of experts who will guide you through the important steps and key milestones you should consider when selling your business.
This recording explores pre and post exit strategies including tax strategies, methods of business exit, and financial planning considerations for business owners taking into account rules now and changes on 6 April 2026. Cash flow planning examples and an exit planning case study will be presented and there will be an opportunity to ask questions of the panel.
Disclaimer
This content was produced when S&W was part of the Evelyn Partners group of companies and as such, contains Evelyn Partners trademarks and branding. We are displaying this with Evelyn Partners Group permission, but S&W is not otherwise affiliated with Evelyn Partners. Evelyn Partners Group Limited and its affiliates accept no liability for loss or damage arising as result of any reliance on the information contained within.
Time & Location
Agenda
In this recording we will cover:
- Timeline of changes following on from the Autumn Budget 2024 including CGT, Business Relief and Investors' Relief
- Pre-transaction planning and exit – including method and timing, implementation of share schemes, demergers, BADR relief qualifications
- Maximising tax efficiency
- Consideration of future income requirements with cashflow planning
- Potential inheritance tax solutions and qualifying for business relief
- Post exit strategies commonly used by entrepreneurs