Event Details
Tuesday 20 January 2026
2:30PM - 5:30PM
The Black Barn at Roundwood , The Black Barn, Roundwood, Winchester SO21 3BA,
SO21 3BA
This event is free of charge but places must be booked. Open to non-members
Succession planning, looking to the future, The Black Barn at Roundwood, Hampshire
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. Agenda 2:30pm Arrival & refreshments & networking 3:00pm Welcome from Southwest Regional Director Tim Bamford 3:05pm Welcome from facilitator 3:15pm Update from CLA Tax team on tax rules update and how the CLA can help you 3:35pm Accountant- Update on business structures 3:55pm Solicitor- Update on importance of documents (partnership/shareholder agreements, Wills etc)
4:15pm Close by facilitator 4:25pm Q&A 4:55pm Networking 5:25pm DepartPlease note: This is a free event, however booking is essential to secure your place.