Growth, Succession, Exit and Your Estate
An interactive workshop and tax clinic hosted by Alexander & Co, designed for business owners, professional advisers and individuals navigating the commercial and personal challenges that come with growth, succession planning and long-term wealth protection.
Celebrating its 50th year, Alexander & Co is an independent firm of Chartered Accountants and Tax Advisors, providing trusted advice to owner-managed businesses and entrepreneurs across the North West, throughout the UK and internationally.
Rather than a traditional seminar, the session will be led as an open discussion and practical clinic with Tax Partner and Head of Tax, John McCaffery, allowing attendees to raise real-world tax, succession and estate planning questions in a commercially focused environment.
The discussion will explore the key tax and planning issues that commonly arise throughout the lifecycle of an owner-managed business, from growth and profit extraction through to succession, exit and estate considerations.
Attendees are encouraged to submit questions in advance to: [email protected]
Questions can cover:
- business growth and structuring
- succession planning
- shareholder and family considerations
- extracting wealth tax-efficiently
- preparing for a future sale
- inheritance tax exposure
- trusts and estate planning
- property and investment structures
- retirement and long-term planning
- and current tax developments affecting business owners
The session is intended to be practical, informal and discussion-led, providing attendees with commercially grounded insight rather than technical lecture-style presentations
About the Speakers:
John has over 25 years of experience in tax advisory services for business owners, specialising in complex transactional and forensic tax issues. He provides guidance on corporate and personal tax planning, family business structuring, and succession.
He advises individuals, entrepreneurs, families and their businesses on tax planning, compliance, and efficiency, with specialist expertise in transactional tax matters.
John supports clients through acquisitions, disposals, reorganisations, incentive planning, succession, and exit strategies.
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]
