Initiating a conversation with your family business clients about exit preparation, including transferring to the next generation is always prudent and timely. WBR’s distinguished tax advisory skills and experience serve as invaluable, non-competing allies in orchestrating plans for family business exits.
The recording is available here: NAVIGATING THE TAX LANDSCAPE FOR FAMILY BUSINESS EXITS
Please click on the link above, or the button below and complete the form, we will email a copy of the video to you.
Using real client case studies, this highly practical online event will deliver the following key takeaways:
- Tax considerations of transitioning ownership within the family
- Exploration of the various transfer structures
- Illustrating the suitability for your client
- Demonstrating the success of an ‘FBO’
After watching the recording, if you have any questions, please email [email protected]
MEET THE SPEAKERS
Callum James
Director
Callum James
Director
Callum started his career in Accountancy practice where he qualified as a chartered accountant before moving into a career in Tax advice, and obtaining the chartered tax qualification in 2020.
Since joining WBR Tax, Callum has advised on a vast range of tax planning opportunities.
However, Callum’s main focus is in providing estate planning advice to business owners and wealthy individuals where he applies his technical abilities to identify creative solutions and tackle any tax risks.
Callum is responsible for the providing excellence client service in the delivery of the team’s advisory projects.
Away from WBR, you can count on finding Callum in a sporting environment – whether it be playing football, running around the squash court or working on his golf swing. Callum is also a lover of live music and is regular attendee of the Glastonbury festival.
For further information about family business exit preparations and our tax advisory services, please email [email protected].
