Family Businesses - Planning to preserve your wealth

It's never too early to think about the future

G+E and Rollits are teaming together to host a joint breakfast seminar on Wednesday 25 March 2020 from 08:00 - 10:00 at G+E Triune Court, Monks Cross Drive, York

Topics to be covered include:

  • Why should you consider a family charter?
  • Profit extraction - how to minimise your tax bill
  • Shareholdings for family members
  • Grandparental settlements - funding school/university fees
  • How to protect your business against the impact of relationship breakdown - the role of nuptial agreements
  • Cash reserves and your wealth protection options
  • Business Property Relief (BPR) planning
  • SSAS Pensions - A better option?

Please join us from 8am for registration and breakfast with the presentations beginning at 8.30am

To register your place please click here

Alternatively please email

25 March 2020

08:00 - 10:00

G+E Triune Court, Monks Cross Drive, York

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