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 marketing@wbrgroup.co.uk
MEET THE SPEAKERS
Matthew Evans
Executive Director
Matthew Evans
Executive Director
Matthew is the Executive Director responsible for growing the tax business, linked strategic relationships and our “Blue Room” creative thinking.
Matthew’s career, started with a Big 4 accountancy firm eventually ran the Tax Consulting team at EY before moving to a leading tax boutique, working with successful entrepreneurs and family businesses.
After EY, his own tax business grew into a wider remit with a Wealth management division, and after exiting Matthew eventually returned to tax permanently, becoming a Partner at RSM where he led the East Midlands Private Client Services practice.
Away from WBR, Matthew likes to keep active. An ex-Rugby player who also swam the English Channel as part of a relay team, he now prefers swinging a golf club.
Callum James
Senior Manager
Callum James
Senior Manager
For further information about family business exit preparations and our tax advisory services, please email marketing@wbrgroup.co.uk.
