Join us for this informative online event supported by Business & Professional members Hugh James Solicitors for guidance on succession planning, wills & pensions.

Event summary:
As a farmer or landowner, planning for the future isn’t just about managing the land - it’s about ensuring your business, family, and finances are protected for generations to come. Wills, pensions, and tax efficiencies are crucial, yet they are often overlooked due to the demands of daily farm life. Meanwhile, government policy shifts can have a significant impact on the financial security and operational planning of rural businesses.
 
At Hugh James, we understand the unique challenges facing farmers and landowners, which is why we are pleased to be partnering once again with CLA Wales to provide this insightful webinar. Following the success of our December in-person event, this online session will provide expert legal and financial guidance on the key areas that matter most to you.
 
Topics:
• Wills and succession planning: 
- The importance of having a legally sound will to protect your farm and assets.
- Avoiding common pitfalls and ensuring a smooth transition for the next generation.
• Pensions and tax planning:
- How farmers can structure pensions for a secure retirement.
- Key tax considerations for landowners to maximize financial efficiency.
• The spring forecast:
- With the UK government’s Spring Forecast announcement on 26th March, we’ll provide a breakdown of what the latest policies mean for farmers.

Agenda:
• Welcome from Samantha Roberts  - Hugh James Solicitors
• Case Study: Navigating Wills & Pensions as a Farmer – Victoria Bond, CLA Director shares her personal experience and key challenges
• Wills & Succession Planning – Catrin Wigley, Partner in Estate Planning, will analyse Victoria’s case, highlighting best practices and key considerations for farmers, landowners & rural businesses 
• Pensions & Financial Planning  – David Hulse, Head of Hugh James Independent Financial Advisors, will break down pension planning, discussing common pitfalls and essential financial strategies
• Spring Forecast Breakdown – Samantha Roberts, Partner in Trusts & Estates, will discuss the key takeaways from the UK government’s Spring Forecast (announced 26th March) and how it impacts us
• Q&A hosted by Victoria Bond 
• Close (Total Duration: 58-60 mins)

To book please click on the link below:

Click here

Register now to gain valuable insights and take control of your future!

Any issues please contact Sarah Davies, Events Manager on 07817 128277 or email sarah.davies@cla.org.uk