The CLA hosted two successful Succession Roadshow events at Pershore College and Harper Adams University. The events were run by the CLA Tax Team and were kindly supported by John Bunker from sponsors Irwin Mitchell.
Members were able to hear about all of the items to consider when planning succession. Exploring the interaction of competing taxes, the main features of Inheritance Tax and considerations, including touching on the management of individuals expectations.
With all tax planning and wider strategic business planning it is essential that you have bespoke specialist advice. For members wishing to discuss their situation and plans, we strongly recommend that you contact the London office (020 7235 0511) to speak to our tax specialists.
This advice should not negate from members speaking to their accountant, or if specialist advice is required, you can search the CLA Business Directory for professionals who can assist you.