Where are you and where do you want to be?
How are you going to get there?
How will you communicate this?
Have you the necessary skills?
What steps do you need to take?
What are the potential pitfalls that may arise?
How will you know you have achieved it?
How do you best plan to manage capital gains and inheritance tax?
For many people knowing and talking openly about their hopes, dreams, fears and ideas can be daunting so rather than being open and honest with our families and businesses, we often hold back, bottle things up and just hope that it will all work out OK. For many this is the case, but for others there can be a build up of frustration and resentment which can then can lead to a fall out or depression.
When families start the conversation before there are health, money or other tensions, we can see rationally and see things from other people’s perspectives. This opens up doors and opportunities, and people have time to adjust. Plans can be made to accommodate and adapt. People relax, feel happier and more in control. This interactive workshop will look at how to start those difficult conversations, give tips to avoid conflict and provide you with a list of things to consider when succession planning. Booking essential.
Heather Wildman – Saviour Associates
Ian Craig – Campbell Dallas
Bookings are no longer available for this event.
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