CLA South West: Succession Roadshow - Somerset

Succession Planning -Finding a solution- developing a strategy 

Succession planning is notorious for being one of those things that is often left to be dealt with on another day. Despite that, succession planning is one of the most important tasks facing any landowner.

If you leave major decisions about the future of your business and assets too late, you may have to make them without time for proper consideration, and at a time of great stress. It can also result in more limited and less tax efficient options.

The CLA is hosting a series of events across the country to help members with their succession planning. It is an opportunity to hear from the CLA tax team and our sponsors Irwin Mitchell will talk through the practical, tax and legal considerations, using illustrative case studies.

Events across the South West will be held on the following dates: 

Tuesday 1 November - Cumberwell Park – Bradford on Avon, Wiltshire – 9.30am – 12.30pm
Registration from 9.00am

Tuesday 1 November - Forde Abbey- Chard, Somerset – 3.00pm – 6.00pm
Registration from 2.30pm

Wednesday 2  November - Boconnoc, Lostwithiel, Cornwall – 9.30am – 12.30pm
Registration from 9.00am

Each seminars will conclude with an audience Q&A session and an opportunity to ask your questions to our advisory team. Tea, coffee will be severed during registration. 


How to book? 

One family member attending is required to purchase one paid ticket for the event. If you wish to book any additional complimentary tickets (free of charge) for family members, please contact your regional office 01249 700200.

Non-members who join the CLA on the day of the event will be refunded the cost of their ticket. 

To secure your tickets please click book now at the bottom of the screen. For further information or assistance with your booking please contact the CLA South West office on 01249 700200 or isabella.hamilton@cla.org.uk