CPD Hours Level
Seminar 6 IntermediateInformation
Accreditation Information
SRA Competency A
'Fantastic lecturer'
Mrs Hendy, Ernst & Young LLP


Advising a family business can be unique.

Not only do you have to consider the usual business issues but there are often special considerations and 'family' issues to factor in. This full day workshop will examine the key considerations when advising a family business using case studies to examine the issues. It will be run in a workshop environment allowing experienced professionals to share their own experiences, the challenges faced and the solutions available.

What You Will Learn

The workshop will address the following:

  • Why family businesses are different
  • How to approach the issues involved
  • Managing the ownership and management succession process
  • How to assess who may be best to provide management succession
  • How to manage and control personal conflicts
  • The role and potential contents of the shareholders agreement
  • The role and authority of a family council
  • The role of a family forum
  • Identification of a valuation criteria for valuing the family business
  • The creation of an internal market for shares
  • The establishment of a dividend policy
  • The role of external wealth and in particular pensions in aiding the succession process
  • What may be fundable by way of extracting wealth and providing security to earlier generations
  • Mitigation of inheritance tax
  • Consideration of CGT issues that may apply in any reorganisation
  • The scope to use differing classes of shares and option arrangements
  • The role of trusts and will planning
  • The role of the external adviser - The do's and don'ts

This course is limited to 25 delegates

Book now

Future dates are coming soon.
Please let us know if you wish to be notified.
Prices (ex VAT)
Plan Information
Ticket Information
Group bookings
Discounts are available for multiple places and if you have 5 or more people interested in this course and would like to discuss holding it in your area or on an in-house basis then please email us at information@mblseminars.com
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