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A knowledge sharing community of students, tutors, content sponsors, and acclaimed industry experts – with access to high-quality educational content accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities & Investment (CISI). Accessing this channel requires consent to share your details and viewing activity with sponsors.

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Succession Planning

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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
Check the Business sale Checklist here.

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Akademia
Quilter Financial Planning
University of London