Name: Succession Planning – Before and After the Deal
Start: 2025-10-07T08:30:00+01:00
End: 2025-10-07T10:00:00+01:00
Location: Slater Heelis

$Succession Planning \u2013 Before and After the Deal$

The round table will explore the key stages of succession planning, offering practical guidance and expert perspectives.
About this Event

Join us for an exclusive in-person roundtable event hosted by Slater Heelis Solicitors, a full-service law firm with a proud history of delivering expert legal advice across the North West.

Known for their client-focused approach and deep sector expertise, Slater Heelis are delighted to welcome you for a morning of insight and discussion.

The round table will explore the key stages of succession planning, offering practical guidance and expert perspectives for finance professionals involved in or considering a business exit.

Succession Part 1: Planning for an Exit

Understanding the M&A transaction process.
Types of deals and what sellers should expect.
Seller due diligence and preparation.
Financial planning insights: “How much is enough?”

Succession Part 2: Life After the Deal

Inheritance Tax (IHT) planning
Pensions, wills, and post-sale financial structures
Family Investment Companies and other strategic options
Technical insights from tax advisors and IFAs (if an option)

This event is a fantastic opportunity to gain clarity on succession strategies, connect with fellow professionals, and hear from seasoned experts in the field.

Speaker: Scott Sands, Partner & Head of Corporate at Slater Heelis

Scott advises on a wide range of corporate matters, including acquisitions, disposals, private equity investments, corporate governance, tax-led structures, and inheritance tax planning. His expertise in family investment companies and succession strategies makes him a key voice in this discussion.

This is a fantastic opportunity to gain clarity on succession strategies, connect with fellow professionals, and hear from seasoned experts in the field.

Please note that spaces are limited so please secure your place as soon as possible.

You are welcome to book places for guests.

Dress code: smart casual.

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