Succession planning- The Hafod A Hendre building, The Royal Welsh Showground, Llanelwedd, Powys, LD2 3YS

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  
Free to attend and open to non-members 
 
Start the conversation. Shape your future. 
Take confident, informed steps towards successful succession. 
 
Agenda
 
10.00am Arrival & refreshments & networking 

10.30am Welcome from Wales Regional Director Victoria Bond

10.35am Welcome from facilitator 

10.45am Update from CLA Tax team on tax rules update and how the CLA can help you 

11.05am Accountant- Update on business structures  

11.25am Solicitor- Update on importance of documents (partnership/shareholder agreements, Wills etc) 

11.45am Close by facilitator 

12.05pm Q&A 

12.30pm Networking

1.00pm Depart