Realising your business assets – Bristol 14 May 2015


It is never too soon to think about

clarke wilmott

Extracting value from your Business

Find out how you can get the most value out of your business with a business exit health check

Thursday 14 May 2015, Clarke Wilmott, 1 Georges Square
Bath Street Bristol BS1 6BA 5:00pm to 8:00pm

Come along to this Free event hosted by leading law firm Clarke Wilmott with corporate governance experts Excellencia, financial planning specialists LP Wealth Management and innovative investment company Octopus Investments to find out how you can secure your future when you leave your business.

If you are the owner of a growing business then this event will help you to understand how you can take steps now to ensure that you get the most out of your business when it is time to step down and what to do with your money once you have left.


17:00 Registration and networking
17:30 Welcome from the Chair and introductions
Adding value to your business
DD150 David Doughty
Chartered Director, Chief Executive at Excellencia
17:50 Estate Planning for Business Owners Jane Halton Jane Halton
Partner Clarke Willmott LLP
18:10 Auto Enrolment and what it means for your Business Chris Lawson Chris Lawson
Director, LP Auto Enrolment Solutions Ltd
18:30 Retirement Planning for Business Owners Andrew King Andrew King and Damon FoxDamon
LP Wealth Management
18:50 Extracting surplus profits from your company tax efficiently  Dominique%20Butters Dominique Butters
Business Development, Octopus Investments
19:10 Refreshments and networking
20:00 Close
LP Wealth Although the event is free, places are limited – to book your place on-line now click here or e-mail octopus investments

Realising your business assets - Bristol 14 May 2015
Clarke Wilmott, 1 Georges Square,Bath Street,Bristol BS1 6BA
Starting on
Ending on

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.