Learning: Structured

Tutors:

• Paul Young, Head of Business Consultancy, Quilter Financial Planning
• Nick Braid, Head of Succession Planning, Quilter Financial Planning
• Mark Pittaccio, Behavioural Economist, Research Psychologist, University of London

Learning outcomes:

1. How to structure capital payment for a business, including tax
2. How to maintain client focus under new ownership
3. Protecting advisers from past and future liabilities