Event Details
Wednesday 22 October 2025
9:30AM - 12:30PM
Venton Conference Centre, Summercourt,
TR8 5AH
Free to attend and open to non-members
Succession planning- Venton Conference Centre, Cornwall
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.
9.30am Arrival & refreshments & networking
10.00am Welcome from Southwest Regional Director Ann Maidment
10.05am Welcome from facilitator
10.15am Update from CLA Tax team on tax rules update and how the CLA can help you
10.35am Accountant- Update on business structures
10.55am Solicitor- Update on importance of documents (partnership/shareholder agreements, Wills etc)
11.15am Close by facilitator
11.25am Q&A
11.55pm Networking
12.25pm Depart
Please note: This is a free event, however booking is essential to secure your place.