Event Details


CLA East Succession Planning- Looking to the Future

This seminar will provide a guide for you on how to develop a succession plan that positively drives forward both the business and the family’s objectives.

It will explore tactics that enable the family to address the process of transferring a business between generations and introduce key considerations in relation to tax and legal elements in succession planning.


Through a mix of industry professionals and live case studies, we hope that by the end of the event you will have the skills and confidence to take this core challenge forward for any family business.

During the seminar you will gain insight from Thompson Smith and Puxon Solicitors who will discuss business structures, asset ownership, wills and power of attorney. Ensors, a team of chartered accountants, will talk through the financial implications that should be considered when succession planning.

You will also hear from Tamara Unwin, Director
and one of the family owners at Stoke by Nayland Hotel, Golf & Spa, and her Nephew Robert Rendall, Managing Director of Peake Fruit, who will discuss how they have planned for the future with succession in mind.

A guided walking tour of the facilities at Stoke
by Nayland Hotel and a hot two course buffet lunch served in The Lakes restaurant overlooking the golf course is included in the ticket price.

There are special delegate rates offered at the hotel for an overnight stay and breakfast for the night before or after the seminar, and for 9 holes of golf, if you choose to make the most of your visit.  Please click here for further details.

Terms and Conditions:

CLA Events Terms and Conditions.pdf


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Event Details

Tuesday 20 November 2018
9:30AM - 2:00PM
Stoke-by-Nayland Hotel, Golf & Spa, Keepers Lane, CO6 4PZ

25.00 + VAT Members 

30.00+ VAT Non-Members 

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For additional information please email emily-rose.debenham@cla.org.uk or call

01638 590429.