Succession planning, looking to the future, Millets Farm, Abingdon 

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 
 
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. 

Agenda
 
09:30am Arrival & refreshments & networking 
10:00am Welcome from Southwest Regional Director Tim Bamford 
10:05am Welcome from facilitator 
10:15am Update from CLA Tax team on tax rules update and how the CLA can help you 
10:35am Accountant- Update on business structures  
10:55am Solicitor- Update on importance of documents (partnership/shareholder agreements, Wills etc) 
11:15am Close by facilitator 
11:25am Q&A 
11:55pm Networking 
12:25pm Depart

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