Succession planning - Junction 36 Rural Auction Centre, Cumbria 

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:  

o Tax updates and how the CLA can support you 
o Business structures: companies, partnerships, and gifting shares 
o Legal essentials: Wills, Power of Attorney, trusts and agreements  
o Our facilitator will talk about how to ensure a successful journey and best practices that benefit both the family and business

There is also the CLA Succession Advice hub here. 
  
Start the conversation. Shape your future. Take confident, informed steps towards successful succession. 
 
Agenda
10:00am Arrival & refreshments & networking 
10:30am Welcome from North Regional Director Harriet Ranson 
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 
11:45am Close by facilitator 
11:55am Q&A and networking 
12:30pm Depart

Wrigleys Solicitors, Strutt & Parker and Armstrong Watson are generously supporting the event and will be active participants and contributors to the agenda. 

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