Join Us for an Exclusive Event in Collaboration with Savills, Handelsbanken, and Mitchell Charlesworth
Date & Time:
Thursday, 3rd October
12:30 PM – 4:30 PM
Venue:
The Quay Hotel, Deganwy, Conwy LL31 9DJ
Event Overview
We are excited to invite you to an insightful and engaging event dedicated to “Future Proofing for Your Holiday Park Business.” In today’s rapidly evolving market, ensuring the longevity and success of your business requires strategic foresight and informed planning. This event, organised in collaboration with industry leaders Savills, Handelsbanken, and Mitchell Charlesworth, is designed to provide you with the knowledge and tools to conquer the challenges and opportunities that lie ahead.
The seminar topics will focus on:
• UK Economist Update
• North Wales Leisure Research and Market Update
• Legal Update on Proactive Estate Planning
• Accountancy Strategy for Maximising Business Value and Future Planning
Trusts and Estate Planning
Speaking at the event, Heather Lally (TEP), Partner in our Trusts and Estates team, will be delivering a compelling presentation on:
The Importance of Early and Proactive Estate Planning for the Future: Considering Lifetime Gifts, Trusts, and Options for Wills. Planning for the Ideals and the Unknowns.
In her session, Heather will delve into the critical aspects of estate planning, highlighting the necessity of early and proactive measures. She will explore various strategies, including lifetime gifts, the use of trusts, and the careful consideration of Will options to safeguard your business’s future against both anticipated and unforeseen circumstances.
Why Attend?
- Gain valuable insights into safeguarding your business.
- Network with industry professionals and peers.
- Learn practical estate planning strategies to plan for succession of your holiday park business.
RSVP:
Spaces for this exclusive event are limited. Please confirm your attendance by emailing Gill Davies – gill.davies@savills.com
We look forward to welcoming you to an afternoon of learning, networking, and strategic planning for the future of your business.
