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CLA East: Succession Planning, looking to the Future - Lincolnshire

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: 
  • Our facilitator will talk about how to ensure a successful journey and best practices that benefit both the family and business
  • 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.


Start the conversation. Shape your future.

Take confident, informed steps towards successful succession.
This event is supported by:-

Duncan & Toplis
Howes Percival
Virgin Money


Please note: This is a free event, however booking is essential to secure your place.

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

Event Details

Tuesday 9 December 2025
9:30AM - 12:30PM
Riseholme College, Showground Campus, Horncastle Lane, North Carlton, Lincoln , LN1 2ZR
Free to attend and open to non-members