Finding Solutions, Developing a Strategy: Succession Planning for Rural Businesses

Free to attend and open to non-members

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.

Start the conversation. Shape your future.
Take confident, informed steps towards successful succession.

 

Agenda

10am Arrival & refreshments & networking

10.30am Welcome from Midlands Regional Director, Sophie Dwerryhouse

10.35am Welcome from facilitator (Newton)

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

11.05am (Accountant TBC) - Update on business structures

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

11.55am Q&A

12.25pm Networking

1pm Depart

 Midlands dates and venues as follows:

 

• Wednesday 28 January - Heaton House Farm, Macclesfield, 9am-12pm BOOK HERE
• Wednesday 28 January - The Wroxeter Hotel, Shropshire, SY5 6PH 3pm-6pm BOOK HERE
• Thursday 29 January - Newton Offices, Warwickshire, CV47 8LB 10am-1pm BOOK HERE
• Further regional dates can be found by clicking here.

If you have any questions, or wish to book on over the phone, please contact the midlands office on 01785 337010 or midlands@cla.org.uk