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Family Businesses Seminar - 21st February 2018

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When & Where?

21 February 2018
Hazlewood Castle

Making a success of succession

Key legal advice for Family Businesses to help ensure a smooth transition to the next generation

Succession and exit planning can be difficult issues for any business. But for family businesses they can be even more complex given the additional family considerations that are inevitably involved. 

As a leading Yorkshire law firm that has been advising and working with family businesses for over 100 years, at Lupton Fawcett we know that planning for the future of the family and the business is not always easy. Nobody likes to contemplate their own mortality (or that of their loved ones!) and often the task of planning for the future can seem daunting. This can tempt businesses to put off decision making, which increases the risks of succession problems arising and can limit the options available. 

To help families and their businesses navigate through this difficult process, our specialist family business team, drawing expertise from across a range of legal disciplines, have put together a free full morning seminar focussing on key legal issues involved in business succession. 

Using real-life scenarios, our team will look at how, by careful planning and using the right structures, it is possible to balance the often competing priorities of family and business needs to manage a successful handover of the business to the next generation whilst preserving the legacy and wealth of the older generation. 

We will focus on ways to address common issues on succession, the pitfalls to avoid and how to manage unexpected changes that can impact any family or business. 

The seminar is aimed at anyone involved in family businesses – owners, directors/managers, family members as well as other advisers who work with individuals and their family businesses.

The seminar is free but booking is essential. 


9.00am - Coffee and registration 

9.30am - Welcome and Introduction 

9.35am - Meet the family 

9.40am - Structuring your business for successMartin Frost (Corporate)

  • Separation of ownership and control
  • Asset protection
  • Shareholders Agreements
  • Transfer of shares – keeping it in the family 

10.00am - Wealth protection and personal tax planningAmanda Simmonds and Hugh Thompson (Private Client)

  • Death of a shareholder/director/family member
  • Family trusts (tax planning/holding interests for minors) 

10.20am - Mitigating the risks of divorce and family breakdown to the business

- Nicki Mitchell & Chris Burns (Family)

  • Use of pre-nuptial agreements
  • Managing fall-out of divorce
  • Co-habitation 

10.45am - Coffee Break 

11.15am - Employment law issues for family businessesJoan Pettingill (Employment)

  • Recognising different roles – directors, owners, employees and family members
  • Advantage of employment contracts for family members
  • Key individuals – restrictive covenants and incentives

 11.35am - Structuring for succession – Dermot Callinan (Saffery Champness)

  • Tax structuring used to pass businesses from one generation to another
    • From the simplest legacy
    • To the leveraged buy out 

11.55am - Q&A 

12.10pm - Close

Reserve your place here


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