Growth, Succession, Exit and Your Estate

An interactive workshop and tax clinic hosted by Alexander & Co, designed for business owners, professional advisers and individuals navigating the commercial and personal challenges that come with growth, succession planning and long-term wealth protection.

Celebrating its 50th year, Alexander & Co is an independent firm of Chartered Accountants and Tax Advisors, providing trusted advice to owner-managed businesses and entrepreneurs across the North West, throughout the UK and internationally.

Rather than a traditional seminar, the session will be led as an open discussion and practical clinic with Tax Partner and Head of Tax, John McCaffery, allowing attendees to raise real-world tax, succession and estate planning questions in a commercially focused environment.

The discussion will explore the key tax and planning issues that commonly arise throughout the lifecycle of an owner-managed business, from growth and profit extraction through to succession, exit and estate considerations.

Attendees are encouraged to submit questions in advance to: [email protected]

Questions can cover:

· business growth and structuring

· succession planning

· shareholder and family considerations 

· extracting wealth tax-efficiently

· preparing for a future sale

· inheritance tax exposure

· trusts and estate planning 

· property and investment structures 

· retirement and long-term planning 

· and current tax developments affecting business owners

The session is intended to be practical, informal and discussion-led, providing attendees with commercially grounded insight rather than technical lecture-style presentations