What are my business exit options?

Presented by

Innovate Finance and Evelyn Partners

About this talk

Evelyn Partners are delighted to host this upcoming webinar for fintechs and fast growth businesses covering key issues around business exit. They will be exploring approaches and tax strategies around exit, including common pitfalls and things to look out for. There will be opportunity to submit questions to the expert panel. Join this session to hear about: - Pre-transaction planning and exit – including method and timing, implementation of share schemes, demergers, BADR relief qualifications. - Maximising tax efficiency - Consideration of future income requirements to secure ideal lifestyle preferences and consideration of gifts to family members pre-sale and cashflow planning to help determine the level of any gifts - Investment post-exit Speakers: - Peter Castle - Director – Private Client Tax Services at Evelyn Partners LLP - Dominic Lacey – Director – Financial Planning at Evelyn Partners Financial Planning Ltd - Andrew Lewin – Director – Investment Management at Evelyn Partners Investment Management Services Limited

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Innovate Finance, the independent membership based industry organisation that aims to advance the UK’s standing as a global leader in FinTech and BrightTALK have teamed up to bring the latest debates, trends and thought leadership in financial technology.