SUCCESSION PLANNING & AGRICULTURAL FINANCE SEMINAR - MORPETH

CLA professional members Greaves West & Ayre, and Hay & Kilner are holding a seminar for farming businesses and estates looking at how best to manage their succession planning and agricultural finance.

The event will take place at Macdonald Linden Hall Golf & Country Club, Longhorsley, Morpeth NE65 8XF on 5 December from 5.00pm until 6.15pm. Light refreshments will be served at 4:30pm.

Through a panel discussion the speakers will consider:

  • The availability of Agricultural Property Relief and Business Property Relief including issues that arise when conditions are not met
  • How to make provision for non-farming family members
  • How to structure a business to protect against divorce and family disputes
  • Inheritance tax opportunities through protection (life insurance) modern pensions and trusts

The seminar will be of interest to members involved in the agricultural sector who are looking to the future and considering their succession and want to know how best to provide for the next generation. This event will also allow for delegates to network in an informal environment.

Panelists

Roseanne Bennett, Partner, Greaves West & Ayre

Being from a farming background and with a degree in Agri-Business Management, Roseanne has a strong interest in supporting rural businesses. Rosanne appreciates the uniqueness of farming and enjoys working with farming families to tackle the diverse issues that are thrown at them. Roseanne is a Fellow of the Institute of Chartered Accountants in England and Wales (ICAEW).

Alison Hall, Head of Private Client Team, Hay & Kilner

Alison is a Partner at Hay & Kilner and has particular expertise in agricultural matters and landed estates, such as advising on succession to farms and drafting partnership agreements for farmers. She speaks both nationally and locally on agricultural property relief and is a member of the Country Land & Business Association (CLA) and the Agricultural Law Association (ALA).

Joe O’Brien, Independent Financial Adviser, Greaves West & Ayre

Joe’s experience in wealth management and financial planning extends across personal, business, rural and trust clients. As a Chartered Financial Planner and member of the Chartered Institute for Securities & Investment (CISI) Joe recognises the complexities of inheritance planning and the flexible and modern solutions that can be tailored to meet individual circumstances.

The seminar is free to attend but places are limited. Members interested in registering a place can do so by emailing jack.birks@hay-kilner.co.uk or by telephoning 0191 232 8345 by 28 November.