Last month, SE-Solicitors partnered with Whitley Stimpson to host our Business Succession Planning Seminar at Banbury Cricket Club. The event brought together business owners, partners, and directors to explore one of the most critical challenges facing businesses today: how to plan for the future with confidence.
Why Succession Planning Matters
Succession planning isn’t just about preparing for retirement, it’s about safeguarding the continuity and efficiency of your business. The seminar tackled key issues such as introducing new shareholders, structuring partnerships, and navigating tax relief strategies. Whether planning a future sale or passing your business to the next generation, attendees learned why early, proactive planning is essential.
Key Highlights from the Seminar
The morning featured expert insights from three speakers:
- Hitendra Patel, Director and Head of Corporate & Commercial at SE-Solicitors, shared practical advice on introducing new shareholders and partners, emphasising the importance of well-drafted agreements to protect business values and prevent shareholder disputes.
- Ian Parker, Director at Whitley Stimpson, provided valuable guidance on tax planning when introducing new shareholders and discussed Capital Tax limits and changes, highlighting how strategic planning can reduce exposure and maximise reliefs during ownership transitions.
- Tom McInerney, Senior Associate at SE-Solicitors Private client team, addressed changes to Inheritance Tax, Agricultural Relief and Business Relief, and why businesses should act now to avoid missed opportunities for tax savings.
The seminar sparked insightful discussions, with attendees asking questions about governance, tax planning, and succession strategies. The atmosphere was collaborative, with plenty of networking opportunities over coffee and refreshments.
Ready to Take the Next Step?
If have questions about the legal aspects of introducing new shareholders and partners, contact Hitendra Patel, Director and Head of Corporate & Commercial. For advice on planning for Inheritance Tax changes, reach out to Tom McInerney, Senior Associate. For tax planning and Capital Tax advice, contact Ian Parker, Director at Whitley Stimpson. Alternatively, if you would like a copy of the presentation, please email marketing@se-solicitors.co.uk.
Recent posts by SE - Solicitors
- Future-Proofing Your Business: Insights from Our Business Succession Planning Seminar
- Q&A: What Rachel Reeves’ Autumn 2025 Budget means for you
- SE-Talks Oxford: Bridging the Gap – Law, learning & local impact with Oxford Brookes University
- SE-Solicitors Proudly Celebrates over 10 Consecutive Years Sponsoring Banbury Rugby Club
- SE-Solicitors Opens New Oxford Office, Bringing Lawyer-Led Clarity and Regional Strength to the Heart of the City
Share this
/Passle/60d59e96e5416a116451a194/MediaLibrary/Images/2025-12-12-12-21-53-523-693c08e12b19bceb0b209d3f.jpg)
/Passle/60d59e96e5416a116451a194/SearchServiceImages/2025-06-12-10-25-19-241-684aab0f9b37aca8151f777d.jpg)
/Passle/60d59e96e5416a116451a194/SearchServiceImages/2025-12-11-11-24-55-929-693aaa07641ff44fb2295ea5.jpg)