About
This Breakfast policy roundtable will explore the current economic and tax landscape for family-owned businesses, with a particular focus on UK capital taxes and their practical implications. Delivered in an interactive format combining expert insight, real-world examples and peer discussion, the session is designed to help business owners and decision-makers better understand recent changes and plan effectively for the future.
Attendees will gain insight into key developments in inheritance tax and capital gains tax, including forthcoming changes and their potential impact. The session will also provide an overview of current market trends, including M&A activity and deal structuring, alongside practical approaches to succession planning, restructuring and long-term value preservation.
Why attend:
- Stay informed on the latest UK capital tax developments
- Understand how policy changes may impact family businesses
- Hear current market insights and transaction trends
- Learn practical strategies for succession planning and tax efficiency
- Benefit from shared experiences through case study examples and discussion
Who should attend?
Owners and senior leaders of family businesses, entrepreneurs, and individuals involved in strategic, financial or succession planning.
Agenda:
- Welcome and introductions
- Setting the scene — the current landscape for family businesses
- Capital taxes – hot topics and key changes
- Market insights and deal trends
- Panel Q&A
- Close and networking
Location:
Wales: Venue TBC
Open to FBUK Members only.