Expert-led advice seminar on offer

Accountancy, investment management and tax group Smith & Williamson is hosting an expert-led advice seminar in Birmingham next month for business owners contemplating an exit. 

The event will take place at the Jaguar Experience Centre in Castle Bromwich on Thursday March 21. 

The discussion will be led by Julia Rosenbloom, partner, private client tax services in Smith & Williamson’s Birmingham office. She will be joined by partner and corporate finance director Iain Lownes and Victoria Wyatt-Wright, a director in the firm’s private client tax team. 

The trio will provide an introduction to the range of options available and the questions business owners should be asking before they decide when and how to exit. 

The event will cover:

• Sale – how to get the best value for your business, the steps required to prepare for a sale and how to handle taxes efficiently when exiting
• Succession – preparing your business to pass it on to the next generation
• Cemetery – a tax efficient plan to ensure you maximise your Inheritance Tax reliefs

There will also be an opportunity for attendees to pose specific questions to the speakers in a short one-to-one session following the seminar. 

“Moving on from your business is one of the most important decisions you can make as a business owner,” says Julia Rosenbloom. That’s why it’s essential to give yourself enough time to make the right decision. Leaving it until it is too late is less likely to get the best outcome for you and your unique circumstances. 

“Our event will guide people through the options available to make the most of a tax efficient exit and provide them with a practical plan to take away and action.” 

Registration for the event starts at 10.30am on March 21, with the discussion starting at 11am. Networking and lunch is from 1pm. 

Pictured: Julia Rosenbloom