Please sign up and join us for our next thought leadership online tax event.

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.

TOPIC: NAVIGATING THE TAX LANDSCAPE FOR FAMILY BUSINESS EXITS 

Date: Thursday 6th June

Time: 10:30am for 1 hour

 

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’

This will be an interactive event where you will have the option to ask any question you may have.

 

CPD Points are also available.

MEET THE SPEAKERS

Matthew Evans

Executive Director

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

Callum James
Senior Manager

Register here if you would like to attend the online event, and please do share with colleagues who would also be interested in attending.

For further information about this subject and our tax advisory services, please email marketing@wbrgroup.co.uk.

We hope you will want to attend and look forward to seeing you there.