Succession Planning - What's Next?

Join us at our upcoming Private Wealth seminar, 'Succession Planning - What's Next?'.

Our expert Wealth team will guide you the next steps of succession planning with guest speaker Laura Hutchinson, Managing Partner and Tax Expert at Forbes Dawson.

Date: Thursday 2nd May

Time: From 8:15am

Location: Join us in person at The Marriott Bonvoy, Hale Rd, Hale Barns, Cheshire, WA15 8XW

We will cover;

• Family Investment Companies
• Lifetime Gifts
• Trusts
• Estate planning via your Will
• And more…

Following the talk, our team will be delighted to address any questions you may have.

If you wish to submit any questions in advance or speak to a member of the team, you can email: events@myerson.co.uk

Event Agenda:

8:15am – Arrival for breakfast and networking

9:00am – Presentation start

10:00am – Q&A

10:15am – Networking

11:00am - Finish

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