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You can download the presentation that was used in the Post Exit Considerations webinar, Tuesday 13th September 2022, here – Post Exit Slides – Final

Your speakers were:

Sam Hart, Associate Partner – Claritas Tax

Sam has over 25 years’ experience dealing with HNW and entrepreneurial private clients and their families, specialising in inheritance tax and trusts as well as all things related to the taxation of individuals and private business. Sam heads up the Private Client team of Claritas, and covers both Birmingham and Manchester offices.

John Winstanley, Director – Clarion Wealth Planning Limited

John is a Chartered Financial Planner with over 15 years’ experience of advising private clients. John is a director of Clarion Wealth Planning, who specialise in true lifelong financial planning for business owners intending to exit or capitalise their business.

Jon Davage, Partner and Head of Corporate Law – Bermans

Jon heads up the Corporate team having joined Bermans as a Corporate Partner in January 2012. He is a specialist in transactional and corporate finance work as well as providing general strategic advice. Clients include a variety of companies, many of whom are owner-managed SMEs but also larger corporates.


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