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Succession Planning – Ignore it at your peril!

May 2 @ 2:00 pm - 4:00 pm

Ensure that your assets pass to the next generation smoothly and with as little loss to the exchequer as possible.

Catherine Desmond from Smith Cooper and Lewis Hastie from Nelsons will be using a fictitious family case study to guide you through some tips for successful and tax efficient planning, whilst explaining some of the pitfalls of doing nothing or not updating your will planning.

We will cover:

  • The importance of planning and communication
  • Tax efficient succession planning
  • How to avoid a contested Will

Programme Information
Our seminar will be of interest to landowners and farmers thinking ahead to the next generation.

14:00 – Arrival
14:30 – Seminar begins
16:00 – Light snacks and opportunity for networking

Thursday 2nd May at The Wayfarer Stone Country Pub and Restaurant, Stone, Staffordshire ST15 ONB.

Places are limited so if you would like to attend, please RSVP by emailing Smith Cooper at events@smithcooper.co.uk


May 2
2:00 pm - 4:00 pm


Sophie-Laura Halls


The Wayfarer Stone Country Pub
The Wayfarer Stone Country Pub and Restaurant, Stone Staffordshire ST15 0NB United Kingdom + Google Map