Advice from members who have gone through the process, and specialists who have helped them get the best result, is to think about what you want to achieve sooner rather than later. It’s important to understand how much is enough to give yourself the lifestyle and choices you desire. Tax planning is vital to help you determine the best way to exit. There are numerous asset classes to invest in and, while some have more favourable tax structures than others, they could expose you to tax avoidance risks or present a minefield of penalties to navigate. There are also tax efficient ways to invest in other businesses, but what kind of investor do you want to be?
This dinner will look to explore, but will not be limited to:
- How to calculate what you need from an exit
- How to structure your exit for the best outcome
- Tax planning and wealth management options
- Tax efficient versus tax avoidance schemes
- What to consider before becoming an investor
Please note that our venues are subject to change; always refer to email reminders one week before the event and the text message reminder the day before the event for the correct venue. Our website will also be updated in the event of a venue change.