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
- Highlight common financial planning mistakes and how coordinated legal, tax, and financial advice improves outcomes

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.

This event is supported by:-

Beacon Wealth Management Ltd
Howes Percival
S&W Partners
Virgin Money

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