Succession planning: for you and your business
Planning for succession is one of the most important decisions a business owner will make. Whether considering a sale, management buyout, private equity investment or employee ownership, understanding the legal, tax and personal wealth implications is critical to protecting value and securing the right outcome.
Join Myerson Solicitors, Rathbones and Claritas Tax for an in-person panel discussion exploring the key routes to succession, strategies for maximising business value, and the steps owners can take to preserve and grow wealth after exit.
Facilitated by Chris Wilson, Head of Business Development at Myerson Solicitors, this session brings together specialist advisers to discuss the practical considerations business owners should be thinking about now both before and after a transaction
Why attend?
Succession Routes: Legal and Tax Considerations
Exploring the main routes to succession and their practical implications:
- Management Buyouts (MBOs)
- Trade sales
- Private equity investment
- Employee Ownership Trusts (EOTs)
Succession Planning and Maximising Value
Preparing for exit and structuring for the best possible outcome:
- Business Asset Disposal Relief (BADR) and Capital Gains Tax (CGT)
- Preparing your business for sale or succession
- Building the right advisory team
- Corporate reorganisations and demergers
- Trusts and Personal Investment Companies (PICs)
Maintaining and Growing Value After Exit
Protecting and planning wealth for the future:
- Capital Gains Tax and Inheritance Tax planning
- Family Investment Companies (FICs)
- Trusts and Wills
- Investment strategies, including EIS
- Pension planning
- Family and marital considerations
- Offshore planning considerations
This panel will provide practical insight into how to approach succession strategically from selecting the right exit route to planning for long-term wealth preservation.
Please note that this event is reserved for members only.
If you are interested in becoming a member, please contact [email protected] for more information
About the Speakers:
Akeel Latif is a Partner and Head of Corporate and Commercial at Myerson Solicitors. Ranked by Chambers UK and recognised as a Leading Partner by The Legal 500, he advises businesses, entrepreneurs, and investors on mergers and acquisitions, management buyouts, EOTs, equity investments, restructurings, and shareholder matters. With over 25 years at Myerson, Akeel is known for delivering pragmatic, commercially focused advice and has led the growth of one of the North West’s leading corporate teams.
Bik-ki Wong is a Partner and Head of Private Wealth at Myerson Solicitors. A STEP-qualified practitioner ranked by Chambers High Net Worth and recognised as a Leading Partner by The Legal 500, she advises high-net-worth individuals, families and business owners on succession planning, inheritance tax, trusts, estate administration and asset protection. Known for her technical expertise and pragmatic approach, Bik-ki specialises in complex and cross-border private wealth matters, delivering clear, commercially focused advice tailored to her clients’ long-term objectives
Matt Hodgson is a Chartered Tax Adviser and M&A tax partner with over 25 years’ experience advising on buy and sell‑side transactions across all industry sectors. A co‑owner of Claritas Tax, he leads the Manchester office and is known for his hands‑on, deal‑driven approach to helping clients maximise value.
As an Associate Financial Planning Director I work with a broad range of clients providing tailored holistic financial planning advice to private individuals, trustees and business owners with a particular emphasis towards retirement and inheritance tax planning. By focusing on each clients goals and aspirations as a starting point, I am able to create bespoke financial plans and strategies aimed at building wealth, planning for retirement or to ensure assets can be passed tax efficiently to future generations.
I have worked within financial services since completing my degree in Economics from Nottingham Trent University in 2016, initially joining Investec Wealth & Investment, now Rathbones. In my spare time I am kept busy by my family however I also enjoy running, playing golf and supporting Manchester United.
Interested In The Event?
If you’re interested in attending, you can book online here.
For any further enquires about this event, contact [email protected]
