Please sign up and join us for our next thought leadership online tax event.
Initiating a conversation with your SME/Family business clients about exit preparation is always prudent and timely. WBR’s distinguished tax advisory skills and experience serve as invaluable, non-competing allies in orchestrating plans for business exits.
TOPIC: NAVIGATING THE TAX LANDSCAPE FOR SME BUSINESS EXITS
Date: Thursday 25th April
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 the main business exit strategies
- How to focus on the best options for your client
- Demonstrating the success of Employee Ownership Trusts (EOTs)
- Securing and enhancing client retention through relevant, proactive, expert advice
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 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.
Akshay Vaghela
Tax Manager
Akshay Vaghela
Tax Manager
Akshay has an accounting and finance degree from Manchester Metropolitan University and joins from London based accountancy firm Wilson Wright. He works closely with the Directors and the Senior Management Team on a wide range of specialist tax advisory projects.
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.
