The Founder Exit Playbook: Planning Ahead in an Uncertain Tax Environment
The Founder Exit Playbook: Planning Ahead in an Uncertain Tax Environment
S&W is delighted to host an exclusive roundtable exploring one of the most important decisions in a founder's journey; planning for a successful exit.
For many founders, the focus is understandably on growing the business and completing a transaction. However, the most effective tax, wealth and succession planning often takes place years before a sale, not months.
With continued speculation around future tax policy and potential changes that could emerge from the Autumn Budget, early planning has never been more important.
This interactive session will bring together founders, entrepreneurs to discuss the key considerations before, during and after an exit, whether your ambition is to relocate overseas, remain UK based, or simply maximise the value you retain from the transaction.
Together, we will explore:
Planning early for an exit
Why the biggest opportunities are often available well before a transaction process begins
Structuring your affairs to maximise flexibility and preserve future options
Preparing for potential future tax changes and what they could mean for founders
Staying in the UK after an exit
Practical strategies available to UK-resident founders
Tax efficient structures and opportunities that may remain available
Protecting and growing wealth after a business sale
Relocating overseas
Understanding UK tax residency rules and the importance of day counting
Managing UK ties and the practical implications of retaining UK property, investments and business interests
Common pitfalls and risk areas founders should consider before moving abroad
Selling your business while overseas
Key tax considerations and timing issues
Determining where gains may be taxable
Practical lessons from founders who have successfully exited while non-UK resident
Corporate tax considerations
What happens if you or your company relocate overseas
Managing substance, governance and control considerations
Understanding the implications for international business structures
This session will be hosted by Private Client Tax Partners Laura Hayward and Joe Johnson, Business Tax Partner Tom Kellaway and Consulting Partner Sophie Long.
The roundtable is designed to be practical and thought provoking, providing founders with an opportunity to share experiences, ask questions and explore strategies with peers facing similar decisions.