Business Succession - Partnerships

02 October 2026

Option agreements
The effect of double and single option agreements

02 October 2026

Funding the purchase of company shares or a share in a partnership - life policies, etc.
Choice of life policy to fund the purchase of company shares or a share in a partnership

01 October 2026

Business trusts - key considerations
Why use a business trust and key provisions

07 September 2026

The tax implications of share purchase
Tax implications of share purchase chronologically

06 September 2026

Option agreements - the price and valuation
Market values and fixed prices - option agreements

13 July 2026

Definition of keyperson cover, and positioning cover with businesses
Keyperson cover and how to position it with businesses

13 July 2026

Introduction to partnership succession - problems and solutions
How to ensure that the continuing partners can continue the partnership and the family is compensated

10 July 2026

Family partnerships - business succession
Succession in family firms - key considerations

10 July 2026

Automatic accrual arrangements
Practical and tax considerations of automatic accrual

09 July 2026

Partnership succession on planned retirement
Funding for succession on retirement

09 July 2026

Partnership succession following critical illness/disability
The choice: double and single option agreements

13 May 2026

Partnership share purchase - commerciality and premium equalisation
How to achieve commerciality by equalising premium payments