The countdown is on… our inaugural Adviser’s day is this Friday and we’d love to see you there!
If you’re still on the fence about whether you should attend, then the answer lies in answering the following question:
Do you advise clients with family businesses?
If so, then the correct answer is yes… you simply must attend! All sessions are directly relevant to family businesses, especially the workshop in session six, which will show you how to navigate the restructure of a family business. The presentation will discuss not only the tax and duty implications, but also the client’s succession planning intentions.
We’ll break down the technical issues into bite-size pieces and then add practical considerations that will help you approach a restructure in future. Best of all, you’ll leave with a better understanding of when and why you would choose certain roll-overs and concessions (particularly when multiple may be available).