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Events & Webinars
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The Spring Taxation Essentials 2026
Tue, 14 Apr
|The Spring Taxation Essentials 2026 Course
Retirement & Exit Planning for Company Shareholders This practical session helps accountants support clients in planning for retirement, succession, and business exit. Learn how to identify key triggers, apply tax-efficient extraction strategies, and structure businesses for sale or transition.
Time & Location
14 Apr 2026, 12:10 – 14:00
The Spring Taxation Essentials 2026 Course
About the event
Course Details
Retirement and exit planning for company shareholders is one of the highest‑value advisory opportunities available to accountants today. Clients are increasingly looking for proactive guidance on how to extract value from their businesses, minimise tax exposure, and secure long‑term financial stability. This session will show you why this topic matters now more than ever, how to identify clients at risk of poor planning, and how strengthening your advisory offering in this area can drive measurable value for your practice and your clients.
The session will equip accountants with practical tax‑driven strategies to support clients through retirement and succession decisions.
Exit planning is a growing advisory need, particularly for SME shareholders approaching retirement with no clear plan in place.
Being able to guide clients through business sale, share restructuring, or extraction of retained funds strengthens long‑term relationships and reduces adviser risk.
Firms that offer structured retirement and exit planning…