When selling your IFA business, it is critical that you have an experienced deal team behind you to ensure the transaction is a success, particularly from a tax and legal perspective.

Alex Canham, Partner of Herrington Carmichael, and Tom Woodcock, Partner of Hazlewoods will introduce the key areas you need to consider from a tax and legal perspective when selling your firm.

What can you get from this webinar?

1. Understanding Complex Legalities
Gain a comprehensive understanding of the legal intricacies involved in the selling process. This includes the legal framework, documentation requirements, and potential challenges in the process.

2. Optimising Tax Efficiency
Explore the various tax implications associated with the sale and learn strategies to optimize tax efficiency during the sale, structure the deal in a tax-efficient manner.

3. Risk Mitigation:
Identify potential legal and tax risks that may arise during the sale process. Understanding these risks enables proactive measures to mitigate them, ensuring a smoother transaction and protecting the interests of both parties.

4. Compliance and Regulatory Considerations:
Explore the compliance and regulatory considerations specific to the industry to ensure the sale aligns with industry regulations and that all necessary licenses and approvals are in order.