Private Client series: Succession planning for business owners

Clarke Willmott LLP is delighted to invite you to its Succession planning for business owners webinar which is taking place on Wednesday 17 April 2024 at 12:00pm.

During this session we will be joined by Ed Foulkes from our Corporate & Commercial team and Paul Davies from our Private Capital team.

Ed and Paul will be discussing the follow topics:

What provisions you should and should not include in your company articles
Buying in the shares of a deceased shareholder – company share buy back versus cross option agreements
Practicalities of probate when private company shares are involved
The benefit of holding shares in trust
Tax issues to look out for

Your key contacts

Ed Foulkes

Partner, National Head of Corporate team

Manchester

Ed is a ‘pragmatic and practical’ corporate lawyer dealing primarily with mergers and acquisitions. He has specialisms in the financial services, fintech and professional advisory sectors.

View profile for Ed Foulkes >

Paul Davies

Partner

Manchester

Paul is a Partner and head of the private capital team in Clarke Willmott’s Manchester office. Paul specialises in estate planning, Wills, & trusts for clients with complex family and finance arrangements.

View profile for Paul Davies >

Tom Chiffers

Partner

Taunton

Tom is a Partner in Clarke Willmott’s Taunton Private Capital team, specialising in inheritance tax and succession planning for private individuals, farmers and other business owners.

View profile for Tom Chiffers >

Other upcoming events

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Private Client Series – A guide to estate administration and debunking common misconceptions of trusts

Our Private Client series returns on Thursday 23 May with Jodi Howe and Lauren Smart. They will be discussing some of the issues highlighted by Dying Matters Awareness Week (6 to 12 May 2024) which seeks to raise awareness of matters related to death and dying.

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Housing 2024 Drinks

Clarke Willmott is hosting drinks in Manchester as a chance to network with people attending Housing 2024. Click here for more info.

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Legal aspects of M&A in wealth management

We are pleased to invite you to our webinar where we will focus on legal aspects of M&A in wealth management, taking place on Wednesday 26 June at 11:00am. This event is hosted by Ed Foulkes, partner and head of our national corporate team, together with Matthew Dootson,… “”

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