Ireland 
USA 
Post-Budget insights for family businesses: mitigating challenges, targeting growth and managing succession
Businesses always face challenges and have no shortage right now. These include sticky inflation, higher costs of borrowing, higher NICs, low rates of productivity and IHT changes impacting succession. But family businesses are also well placed to navigate risks and seek out growth opportunities for the longer term.
Join our panel of experts as they discuss mitigating current challenges, targeting growth and taking control of succession plans.
The webinar will cover a panel discussion from our experts on:
- Tackling costs and risks head on – increased costs, higher NICs, productivity, capital investment
- Growth strategy – people, international expansion
- Succession – turning succession aims for the business and family into a clear plan
- Corporate governance – boards & shareholders, family business charter
- Protection – how and when to add protection for the business and the family
The panel will debate dos & don’ts (and case studies) to provide insights, helping attendees to further your understanding. The event will include a live question and answer session with the panel.
Speakers
Laura Hayward
Personal tax
I have extensive experience of providing tax planning services to private individuals, and have worked in this area for over 16 years. I am a registered member of the Chartered Institute of Taxation and focus on advisory services to high net worth individuals, their families, businesses and trust structures. This may consist of capital taxes planning, for example; estate planning, the sale of business assets and development land, trust planning, succession and family investment companies.
Toby Tallon
Personal tax
Toby has over 20 years’ experience advising private clients. His focus is on helping entrepreneurs and family businesses with success and succession. His practice also includes high-net-worth individuals, landed and urban estates, clients with residency and domicile issues. Toby is a member of the ICAEW and the CIOT.
Emma Queen
Business tax
Emma has spent time in both Big 4 firms and mid tier practices. Emma loves working with ambitious private businesses, their owners and their families.
Emma works closely with owners, CEO's and CFO's on designing and executing their tax strategy both from a corporate and personal perspective, bridging the gap between their companies and their families and long term ambitions. Emma therefore has a lot of experience advising on corporate restructuring, succession planning, and transactions.
Emma collaborates with numerous advisors and specialist services in order to bring the best of the best to her clients.
Vanessa Lee
Personal tax
Vanessa has over 26 years experience of providing tax planning advice having led key relationships with a variety of substantial private companies, family companies and landed estates.
She has an extensive network and takes great pride in ensuring that both her clients and their wider advisors receive the very best proactive and supportive advice.
Vanessa is adept in addressing advice which covers capital taxes planning, including estate planning, the sale of business assets and development land, trust planning, succession and family investment companies.
She is also highly experienced in advising clients on social and charitable enterprises, Donor Advised Funds alongside impact investing. Through her own vocational roles, she understands the significance which philanthropy holds and the wider benefit it has alongside inter-generational and estate planning.
