Webinar | Preparing ‘you’ for exit

Join Mercia’s Clare Houghton, Sarah Allett and Jane Booth (both UBS) as they discuss the considerations of your own wealth post exit.

The duo, from UBS, touch on many topics including:

• Top tips on pre exit tax planning from a personal perspective
• Knowing your numbers – “what is enough”
• Wealth Way – how to structure your post exit investment strategy including to provide security and long term growth