Hosted by Matthew Steiner from Stellar and Jennifer Priestley from Maple Accountancy, our webinar will focus on how to execute a plan for sale.

After making the decision to sell a company, it’s essential that a business owner has a strategy in place to maintain the most tax efficient exit– exploring ways to possibly reduce or claim back tax, to maximise profits.

In this webinar, we will aim to explore the different types of business sale that are available to you, as well as identify the factors that purchasers may consider when looking to buy your business – so you can market it effectively and ultimately increase sales.

Who We Are

Our services seek to provide relief from inheritance tax after two years, whilst allowing investors to maintain control over their capital.

Wealth preservation is at the forefront of our investment philosophy. We specialise in services that provide diversification and create a robust legacy for future generations.

Our Partner programme comprises organisations that focus on estate planning, including legal, tax advisory and trustee services. Together, we enable financial advisers to deliver a comprehensive intergenerational service to their clients.

Speakers

Matthew Steiner

Matthew has worked in the financial services industry since he graduated from Kingston University in 1997. Initially training and qualifying as a financial adviser, he joined Close Brothers Investment Limited in January 2000 in the property investment team, where he gained his knowledge of physical assets and tax-advantaged products.

In 2012, he joined Stellar as a director and shareholder – and since then, has been instrumental in developing its range of Business Relief qualifying, Inheritance Tax Planning Services. In 2019, he launched Stellar’s award-winning Partner Services programme, which brings together expertise from across the estate planning industry, to provide financial advisers, individuals and businesses with the resources to produce robust tax and estate planning strategies.

Jennifer Priestley

Jennifer founded Maple Accountancy over 30 years ago after receiving her training in an international firm of chartered accountants and Business Advisors. She has over 40 years’ experience in accountancy practice and Financial Services, has worked with over 15,000 business owners and organisations, and has won multiple awards. Jenny set up Maple Accountancy to help hardworking business owners manage their finances better and make the most out of their money. Using technical and commercial expertise along with fresh thinking, Jenny and the team at Maple help businesses of all sizes, including start-ups and established firms, achieve sustainable growth. Maple offers a tailored service that meets the varied needs of its clients and are specialists in helping people seriously improve the value of their business.