Leadership
Published
March 9, 2023
Strategic Financial and Tax Planning for Business Exits
This video provides a comprehensive overview of tax-efficient strategies and financial planning considerations for business owners preparing for business exit events. It covers topics such as business asset disposal relief, succession planning, EMI schemes, case studies on share structures and trusts, and post-exit investment solutions including family investment companies and offshore bonds. The presentation also highlights the importance of building solid financial foundations, managing risk, and adapting to tax changes for long-term wealth preservation and legacy planning.
Luke Brooks
Chartered Financial Planner and Managing Partner at Evelyn Partners

51
minutes

March 9, 2023