Webinar: ‘Exiting your business and beyond’
Do you have a plan for how you exit your business? Whether you want to sell, retire, move onto another project this webinar will help you through the stages of what you need to consider when landing your business safely into the hands of others.
If you are a business owner it is never too early to think about the exit strategy, so please join us for our third Q&A session in the series.
We have invited David Assor from GWM and Claire Barringer and Marina Trinchese from Rayner Essex to our expert panel to answer your questions.
Exiting your business
The Process
- What are all the options available to you when exiting your business?
- How can you prepare for this?
- What resources are available to support the process?
Tax Implications
- What are the tax implications of selling or exiting your business?
- Are there any reliefs available?
- How will your personal tax position be impacted once you exit your business?
Planning for After the Exit
- What should you be thinking about in terms of your personal wealth?
- How early should you be preparing or planning?
- Case study – what does a typical solution look like?
GWM Panelist
David Assor
David has worked in financial services since 1989. He has extensive experience advising individuals and companies on their employee benefits and pension arrangements. He is responsible for providing advice to clients in all areas of Wealth Management, with a focus on helping clients to make suitable, tax-effective provisions for their retirement.
GWM’s Guest Panelists
Claire Barringer
Director of Accounting Solutions
Claire spends a lot of time advising clients on accounting software and solutions to bookkeeping issues. Her aim is to make it as painless as possible, ensuring they have an efficient streamlined system leaving them with the valuable time they need to run their business.
Outside of work, Claire’s time is taken up by two very active kids. In the last year they have forced her into being a Saracens season ticket holder and she now admits to enjoying it!
Marina Trinchese
Executive Manager – Tax
Marina trained and qualified in the private client sector, starting her career in a mid-size firm and then moving to a “Big 4” accountancy firm. She advises on all areas of private client tax, and is a member of the ATT and CIOT.
Marina’s role is predominantly advisory whether working directly with clients or supporting the Partners and wider team in some of the technical aspects of more complex tax matters.
In her spare time, she has her hands full with a young son and Labrador dog. She also enjoy travelling, and enjoying long walks with a pub lunch at the end!
