Recording details

Exiting a partnership requires the process to be conducted with the utmost care and attention to detail, ensuring protection of the long-term viability of both your retirement and the business you’re leaving. Equity partners need to understand the tax implications, as well as how to successfully estate plan and prepare for the future you want.

Find out more about:

  • What tax implications need to be considered when ceasing to be a partner
  • What investment options are available
  • All about pensions

Speakers

Luke Brooks (1)
Managing Partner

Luke Brooks

Financial planning

Zahran Haque Investment management
Associate director

Zahran Haque

Investment management

Rebecca Combes Business tax
Head of Business tax Southampton

Rebecca Combes

Business tax

Gary Smith Partner
Partner

Gary Smith

Financial planning

Important information

The value of investments, and the income from them, may go down as well as up and investors may not get back the amount originally invested.

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Time & Location

Online
12:00 - 13:00 GMT

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