Event Details
Tuesday 21 October 2025
2:00PM - 5:00PM
The White Barn, Frogmary Green Farm,
TA13 5DJ
Free to attend and open to non-members
Succession planning- The White Barn, Somerset
Finding Solutions, Developing a Strategy: Succession Planning for Rural Businesses
Succession planning is often postponed—but it’s one of the most important responsibilities for any family business. Without a clear plan, decisions may be made under pressure, with fewer options and greater financial and emotional cost.
Join us for a practical session focused on finding solutions and developing a strategy for succession planning. This event is designed to help both CLA members and family businesses protect their future, maintain family harmony, and make informed decisions with confidence.
You’ll hear from trusted experts on:
- Tax updates and how the CLA can support you
- Business structures: companies, partnerships, and gifting shares
- Legal essentials: Wills, Power of Attorney, trusts, and agreements
There is also the CLA Succession Advice hub here.
Free to attend and open to non-members
Start the conversation. Shape your future.
Take confident, informed steps towards successful succession.
2.00pm Arrival & refreshments & networking
2.30pm Welcome from Southwest Regional Director Ann Maidment
2.35pm Welcome from facilitator
2.45pm Update from CLA Tax team on tax rules update and how the CLA can help you
3.05pm Accountant- Update on business structures
3.25am Solicitor- Update on importance of documents (partnership/shareholder agreements, Wills etc)
3.45pm Close by facilitator
4.20pm Networking
5.00pm Depart
Please note: This is a free event, however booking is essential to secure your place.