Taxation and Succession Planning Masterclass - LEEDS

We invite Members and their colleagues to join us for our Taxation and Succession Planning for Farmers and Landowners Masterclass being held on 3 December in Leeds (please see separate booking link for the London Masterclass)

The Masterclass will be chaired by Dr Nerys Llewelyn Jones FALA, ALA Chair and our expert panel to address the issues that need to be considered in planning succession in light of the inheritance tax reforms arising from the October 2024 Budget and any matters arising from the next Budget on 26 November.

Our panel of experts will set the scene and then facilitate more in depth workshop sessions based on fictional but common scenarios with feedback and general discussion to follow in each scenario.

At the time of writing, we are pleased to confirm the following panel for Leeds:

Johnny Dudgeon TEP FRICS FAAV (Savills)

Jonathan Wood (Saffery)

Lisa Millington FALA (HCR)

We will also be joined by panel experts from RBC Brewin Dolphin (Financial Advisors) and HSBC Bank Plc.

Timetable:

9.30am-10am Registration

10am – Introduction – Dr Nerys Llewelyn Jones, ALA Chair

10.10am – Setting the scene – Panel Presenters

11am – Break

11.30 – Workshop Session 1

12.30 – Lunch

1.30 – Workshop Session 2

2.30 – Break

2.45 – Workshop Session 3

3.45 – Summary Session – Panel Presenters

4.30 – Close

Cost:

£180 (incl. VAT) per Member; £300 (incl. VAT) per Non-Member

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