Too many business owners delay succession planning until it’s too late, jeopardising everything they’ve worked for. This two-part series is designed for those who haven’t yet started, don’t know where to begin, or feel torn between complex options like Employee Ownership Trusts (EOTs), inheritance tax implications, and family succession.
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With succession planning already a complex process for most business owners, the Autumn Budget could bring significant tax changes that make timing even more critical.
In this practical 45-minute session, our experts will explore how new government policy, particularly around Business Asset Disposal Relief, Inheritance Tax, and Capital Gains Tax, might impact your succession plans. We’ll cut through the complexity to help you understand what any changes mean, what options remain open, and how to stay one step ahead.
Whether you're considering a family handover, a sale, or an Employee Ownership Trust, this session will help you prepare for 2026 and beyond, with insights grounded in real-world examples and up-to-the-minute tax context.
Agenda:
In just 45 minutes, we’ll show you:
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Why Most Owners Wait Too Long, and Why That’s Risky
Understanding the consequences of delay, and your personal 'why'. -
Real-Life Examples of Succession Done Well vs. Done Too Late
From smooth transitions to last-minute scrambles.
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Three Primary Succession Routes
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Family Succession: Navigating emotions, expectations, and competence.
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Trade Sale or Management Buy-Out: What’s involved and when it works.
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Employee Ownership Trusts (EOTs): Selling your business to your team.
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Valuation & Exit Readiness
What you need to know now to avoid surprises later. -
The Autumn Budget & Your Next Steps
Our experts will explain what the latest announcements mean for business owners and what you can do about it. -
Case Snapshots
Mini case studies across different industries and succession paths. -
Your Succession Checklist
What to do in the next 6–12 months to take control, avoid pitfalls, and protect your legacy.
Hosted by:
Richard Lupson-Darnell
Tax Director at MPA
Richard is a Chartered Tax Advisor with over 30 years' experience advising SMEs and their owners on all aspects of their tax affairs.
He specialises in the structural matters businesses face at all stages of their lifecycle, from start-up to exit, including raising finance under the SEIS and EIS schemes, and incentivising employees through share ownership. His professional passion is pursuing the balance between minimising taxes and helping clients sleep at night.
Mike Price
Founder and Chairman of MPA
A qualified accountant with over 25 years of experience, Mike built his career around his passions for technology, finance, and business leadership. Mike’s early career at Deloitte was cut short by a life-changing accident, but his resilience and entrepreneurial spirit led him to create MPA.
Mike’s personal journey, combined with his professional expertise, has shaped a company culture focused on client success, integrity, and making a real impact on the business owner journey.
Who is it for:
This webinar series is for UK-based business owners, founders, and Managing Directors who are:
- Hiring into your finance team (or considering it)
- Feeling uncertain about whether your current setup is fit-for-purpose
- Managing finance yourself but increasingly worried about accuracy, insight, or planning
- Curious about fractional, interim or blended finance support - but don’t know where to start