Ireland 
USA 
Post-Budget insights: pre and post exit planning for business owners
Are you looking for more information and support with your business exit plans following the Autumn Budget? Join this essential post Budget webinar next month to hear from our panel of experts who will guide you through the important steps and key milestones you should consider when selling your business.
This webinar will explore pre and post exit strategies including tax strategies, methods of business exit, and financial planning considerations for business owners taking into account rules now and changes on 6 April 2026. Cash flow planning examples and an exit planning case study will be presented and there will be an opportunity to ask questions of the panel.
We will cover:
- Timeline of changes following on from the Autumn Budget 2024 including CGT, Business Relief and Investors' Relief
- Pre-transaction planning and exit – including method and timing, implementation of share schemes, demergers, BADR relief qualifications
- Maximising tax efficiency
- Consideration of future income requirements with cashflow planning
- Potential inheritance tax solutions and qualifying for business relief
- Post exit strategies commonly used by entrepreneurs
There will be a live Q&A session at the end of the webinar.
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.
Ann-Marie Atkins
Financial planning
I have worked in the industry for 27 years and in the UHNW/HNW space for over 10 years.
Working closely with professional partners so all aspects of the overall plan are linked up and understood and in line with objectives and evolving legislation, tax and views.
My experience is focused on tax planning across all areas of the financial plan and understanding how this compliments other plans in place and can be superior when linked to overall objectives.
