Lunch and Learn series: succession planning and taking on new partners

Speakers:

Puja Solanki

Capsticks' Legal Director, Puja Solanki was joined by Kay Botley, Business Services Director and Head of Healthcare at Duncan & Toplis. Together, they explored:

Succession planning 

  • Practice cashflow considerations
  • Property ownership and financing options
  • Property considerations
  • Case studies

Taking on a new partner

  • Understanding the investment required
  • Partnership / Deed considerations
  • Funding the investment required
  • Important tax considerations
  • Case studies