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CLA South West: Future-Proofing Your Wealth: Tax, Succession & Investment Insights for 2026

This event brings together leading specialists to share the latest updates in taxation, succession planning, and investment strategy. Future-Proofing Your Wealth offers clear, practical guidance to help individuals, families, and professionals navigate the shifting financial landscape and make informed long-term decisions.

Across a series of focused 20-minute sessions, experts from the CLA Tax Team, accountancy, law, and the fine art and auction sector will cover key developments in tax policy, effective succession planning, investment approaches for a changing global market, and opportunities in alternative assets.

Delegates will take part in an interactive Q&A with all speakers, enjoy networking over lunch, and join a guided tour of the estate.

Book now to avoid disappointment.

Please also let us know of any access requirements so we can ensure a comfortable tour and visit.

A full agenda will be shared shortly.

Whether you are planning for the future, reviewing your current financial approach, or seeking fresh insight into wealth preservation and growth, this event provides the knowledge and perspectives to help you confidently plan for 2026 and beyond.


To book onto this event, please read and accept the CLA Events Terms and Conditions before clicking book now: 

Bookings for this event will open soon

Event Details

Tuesday 31 March 2026
9:00AM - 3:00PM
Escot Park, Escot House, EX11 1LU
Members- £35 Inc VAT Non Members- £45 Inc VAT