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Breakfast Briefing Event Series

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Get ahead with practical advice on tax, business and your finances

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SOLIHULL — TUE 22 SEPTEMBER | HALESOWEN — TUE 29 SEPTEMBER

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Thinking about selling up or passing the business on? We’ll look at the latest tax changes and the practical steps worth taking now.‍

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WHAT WE'LL COVER

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• Which exit is right for you — trade sale, MBO, an Employee Ownership Trust or handing over to the next generation — and how differently each one plays out for tax.
• Getting the business sale-ready — tidying up share structures, moving surplus property or investments out, and getting HMRC clearance in good time.
• Protecting the reliefs — making sure Business Asset Disposal Relief actually applies when it matters, and how to bring your management team in on shares.
• How much is enough? — working back from the life you want, so you know whether the offer on the table gets you there.
• Life after the deal — turning the proceeds into a sustainable income while considering your family's long-term inheritance tax position, including how trusts can support wealth preservation and succession planning.

SOLIHULL — TUE 13 OCTOBER | HALESOWEN — THU 15 OCTOBER

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Sensible ways to protect what you've built, plan your estate and prepare for the next generation.

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WHAT WE'LL COVER

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• Is your money working hard enough? — whether your pensions, investments, cash and other assets are structured the right way for you and your family, and whether you're using all your allowances.
• You've built it — now enjoy it — turning what you've accumulated into the income and lifestyle you want, without paying more tax than you need to.
• Property: keep it, sell it or pass it on? — when property still earns its place, and when your money might do more elsewhere.
• Spend it, invest it or give it away? — how much is enough, what you can afford to enjoy now, and when it makes sense to help children or grandchildren.
• Passing it on without the shocks — with inheritance tax changes coming for pensions and business assets, we will explore the practical steps families can take now to protect and pass on wealth efficiently, including the role of trusts and wider estate planning strategies.
• Making sure your wishes on death are properly recorded — ensuring your Will reflects your wishes and is as tax-efficient as possible, including the use of trusts where appropriate.
• Planning for the unexpected — why Lasting Powers of Attorney (LPAs) are essential, helping trusted individuals act on your behalf and making a difficult situation easier for your family.

SOLIHULL — TUE 3 NOVEMBER | HALESOWEN — THU 5 NOVEMBER

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The funding options, incentives and financial strategies available to help your business take its next step.

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WHAT WE'LL COVER

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• What funding is actually available — working capital, commercial mortgages, and property finance for owner-occupied, investment and development projects.
• High street, challenger or fintech? — which route really suits your business, and what each lender will want to see before they say yes.
• Bringing in outside investment — the EIS and SEIS conditions, advance assurance, and the traps that can disqualify a company after the money is in.
• Paying in shares rather than cash — how to attract and keep the people your business depends on, including the changes landing in April 2026.

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SOLIHULL — TUE 2 FEBRUARY 2027 | HALESOWEN — THU 4 FEBRUARY 2027

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Get ahead of the year end with practical guidance on the reliefs, allowances and planning opportunities available to you.

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WHAT WE'LL COVER

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• What to do before 5 April — pensions and carry forward, ISAs and investment allowances, and the opportunities that disappear at midnight on the 5th.
• Is it all held in the right hands? — how income and assets sit across the family and across different tax wrappers, and whether that's still the right shape.
• Housekeeping for share schemes — EMI notifications, annual returns and keeping your valuations current.
• Timing matters for business owners — profit extraction, capital allowances, and the reorganisations that are better done before year end than after.

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