As a business owner, it's crucial to ensure that the essentials are taken care of.

That's why we'd like to invite you to an interactive workshop where our tax and legal experts will share essential tips and insights. They will help you eliminate any uncertainties and guide you away from potential pitfalls.

• Are you confident that your business is operating with maximum tax efficiency?

• Are you taking full advantage of available tax reliefs and incentives?

• How can you align your business objectives with your personal goals?

• Are you aware of your responsibilities as a director or shareholder?

• Have you considered the future of your business in your absence?

• Do you have robust shareholders' agreements and wills in place to determine the fate of your shares?

• If you're thinking about exiting your business, where do you even begin?

• Have you explored Family Trust Investments and Special Classes of Shares?

• Do you understand the basics of Inheritance Tax, including the 7-year rule?

• And if all else fails, have you considered the possibility of relocating outside of the UK?

On the day Corporate Tax specialist, Clair Dart, will cover various tax aspects of running a business including company tax, profit extraction, EIS/SEIS, R&D, Patent Box, VAT, and exit planning. Commercial Solicitor, Stephanie Kleyman, will explain why a shareholder's agreement is crucial, shed light on directors' responsibilities, discuss common employment law pitfalls to watch out for, and emphasise the importance of early intervention to prevent issues from escalating. Private Client Advisor Delia Orme will share strategies for integrating your business into your overall financial landscape.

Who should attend?

This workshop is specifically designed for owner-managers of SMEs. It provides an opportunity for you to step back and evaluate your business, ask questions, and share ideas with like-minded individuals.

The takeaways

By attending this workshop, you'll gain a comprehensive understanding of how to maximise your business's tax efficiency. You'll also become aware what you can do to avoid common legal pitfalls as a business owner.

Introducing our experts

Clair Dart: Corporate Tax Partner, Alliotts LLP. Clair has over 20 years’ experience working with corporate and non-profit clients, Clair specialises in advising on corporate tax, tax reliefs, and international VAT. Her advice is solution-oriented and tailored to the needs of ambitious businesses.

Stephanie Kleyman: Proprietor, Kleyman and Co Solicitors. With over 35 years’ experience in commercial and litigation law, Stephanie is adept at simplifying complex legal issues. She advises business owners on general commercial matters, including shareholder agreements, director's services agreements, company law, contracts, and terms and conditions. Stephanie also assists with contract disputes, debt recovery, insolvency, and employment law.

Delia Orme: Private Client Advisor, Alliotts LLP. Delia specialises in providing comprehensive personal and business tax advice. She helps business owners plan, protect, and transfer their wealth to the next generation. Delia's expertise extends to advising on the use of trusts for family wealth preservation and control, resident and non-domicile matters, and the tax implications of leaving the UK.

Don't miss this opportunity to gain valuable insights from our experts.

Is your business tax efficient and have you got the legals covered?