Succession Planning

Succession Planning

In order to consider the viewing of Akademia videos as structured learning, you must complete the reflective statement to demonstrate what you have learned and its relevance to you.


  • Paul Young, Head of Business Consultancy, Quilter Financial Planning
  • Nick Braid, Head of Succession Planning, Quilter Financial Planning
  • Mark Pittaccio, Behavioural Economist, Research Psychologist, University of London

Learning outcomes:

  1. How to structure capital payment for a business, including tax
  2. How to maintain client focus under new ownership
  3. Protecting advisers from past and future liabilities
Check the Business sale Checklist here.