LLP Site

Charity webinar series: Tax update
2026-06-30 12:00 - 13:00 UTC | Virtual event
In this webinar, our experts discuss key updates affecting charities, including employment tax considerations, VAT issues and a corporate tax refresher.

Charity webinar series: Charges to the Charity SORP
2026-06-23 12:00 - 13:00 | Virtual event
In this webinar, our experts discuss the latest changes to the Charity SORP, including revenue recognition, leases, and updates to the trustees’ report.

Charity seminar
2026-06-18 09:00 - 13:30 | Buckfast Abbey, Buckfastleigh, TQ11 0EE
Join us for our annual charity seminar, designed to bring you the latest insight and practical updates for the not‑for‑profit sector.

Finance director seminar - Bodmin
2026-05-21 09:15 - 13:00 | Lanhydrock Hotel and Golf Club, Lostwithiel Road, Bodmin, PL30 5AQ
Join us for an engaging morning of presentations covering updates in key topics, such as corporate reporting, employment tax, corporation tax, VAT and business restructuring.

Finance director seminar - Exeter
2026-05-20 08:45 - 12:30 | Exeter Racecourse, Kennford Exeter Devon EX6 7XS, Exeter, EX6 7XS, Devon, United Kingdom

Finance director seminar - Ilminster
2026-05-19 08:45 - 12:30 | Monks Yard, Horton Manor, Horton Cross, Ilminster TA19 9PT
Join us for an engaging morning of presentations covering updates in key topics, such as financial reporting, employment tax, corporation tax, VAT, and business restructuring.

Finance director seminar - Southampton
2026-05-14 08:45 - 12:30 | AXIS Conference Centre, Southampton Science Park, Chilworth, Southampton, SO16 7NP

Finance in Cornwall 2026
2026-05-13 09:00 - 13:00 | Lighthouse Cinema, Newquay, Lighthouse Cinema, King Street, Newquay, King St, Newquay TR7 1AA
This free event, designed for business owners at all stages, from start-up to exit, will provide an overview of sources of funding for businesses in Cornwall and the Isles of Scilly.

Finance director seminar - Bristol
2026-05-12 09:15 - 13:00 | The Bristol Golf Club, St Swithins Park, Blackhorse Hill, Almondsbury, Bristol, BS10 7TP

Finance director seminar - Bournemouth
2026-05-11 08:45 - 12:30 | AFC Bournemouth, Vitality Stadium, Bournemouth, BH7 7AF

Becoming a self-employed member of a law firm webinar
2026-03-18 16:00 - 17:00 | Virtual event
This exclusive webinar is designed specifically to give new members an overview of some of the key changes they may encounter on becoming a self-employed member of an LLP or partner in an unincorporated partnership.

Retiring from a law firm partnership webinar
2026-03-05 16:00 - 17:00 | Virtual event
This exclusive webinar is designed specifically for partners in law firms who are considering retirement in the next few years.

Maximising value in business exit
2026-03-05 09:00 - 12:00 | Foot Anstey, 2 Glass Wharf, Bristol, BS2 0EL, United Kingdom
Register now to join one of our practical face to face workshops
Are you considering selling your business, seeking private equity investment, or planning a future exit? Then sign up to one of our practical workshops to gain expert guidance on maximising business value, avoiding common pitfalls, and achieving a successful exit on your terms.
The workshop offers practical insights from leading M&A professionals who will share their wealth of experience in helping business owners navigate a business exit. Also hear from founders who have successfully navigated their own business exits. They will share a real-life perspective on what the process involves and walk you through the practical steps, challenges, and lessons learned along the way. Their insights go beyond the theory, equipping you with the knowledge to approach your own exit with confidence.
Topics covered include:

Exit strategies: The options available to you including trade sales, management buyouts, and employee-owned trusts highlighting their advantages and limitations
Key stages: The key stages of a typical transaction process and how different transaction types can meet shareholder and business objectives
Tax: The relevant tax considerations to be aware of when planning for an exit, including capital gains tax and inheritance tax
Valuation drivers: Understanding business valuation and the factors that influence higher multiples in your sector
Preparation: Steps to ensure your business is “exit ready,” including financial, legal, and operational considerations
Deal structuring: Insights into deal structures, negotiation tactics, and common transaction pitfalls
Timing: Identifying the optimal time to exit based on market conditions, business performance, and personal objectives

Human factors: Addressing the emotional and practical aspects of selling, including leadership transitions, staff communication, and planning for life after the sale
Reserve your place now to gain the knowledge and confidence needed for a successful business exit.
To maintain confidentiality, attendees will only be identified by their first name and will not be expected to talk about their own business or their future plans.
Bristol – 5th March
Reserve your place
Agenda
9.00am- Arrival and breakfast
9.30am- Workshop begins
12pm- Finish followed by Q&A
After 12pm- Your hosts will be available afterwards to continue discussions
These are invite only events and provides an opportunity for you to network with a small group of likeminded business owners. There is no charge to attend these events but numbers are limited so early booking is recommended.
If you have any questions about the workshops, please contact: Gemma Lloyd-Jones, Marketing Manager- gemma.lloyd-jones@pkf-francisclark.co.uk

Maximising value in business exit
2026-03-03 09:00 - 12:00 | Southampton Science Park, 2 Venture Rd, Chilworth, Southampton SO16 7NP, Southampton Science Park, 2 Venture Rd, Chilworth, Southampton SO16 7NP, Southampton, SO16 7NP, United Kingdom
Register now to join one of our practical face to face workshops
Are you considering selling your business, seeking private equity investment, or planning a future exit? Then sign up to one of our practical workshops to gain expert guidance on maximising business value, avoiding common pitfalls, and achieving a successful exit on your terms.
The workshop offers practical insights from leading M&A professionals who will share their wealth of experience in helping business owners navigate a business exit. Also hear from founders who have successfully navigated their own business exits. They will share a real-life perspective on what the process involves and walk you through the practical steps, challenges, and lessons learned along the way. Their insights go beyond the theory, equipping you with the knowledge to approach your own exit with confidence.
Topics covered include:

Exit strategies: The options available to you including trade sales, management buyouts, and employee-owned trusts highlighting their advantages and limitations
Key stages: The key stages of a typical transaction process and how different transaction types can meet shareholder and business objectives
Tax: The relevant tax considerations to be aware of when planning for an exit, including capital gains tax and inheritance tax
Valuation drivers: Understanding business valuation and the factors that influence higher multiples in your sector
Preparation: Steps to ensure your business is “exit ready,” including financial, legal, and operational considerations
Deal structuring: Insights into deal structures, negotiation tactics, and common transaction pitfalls
Timing: Identifying the optimal time to exit based on market conditions, business performance, and personal objectives

Human factors: Addressing the emotional and practical aspects of selling, including leadership transitions, staff communication, and planning for life after the sale
Reserve your place now to gain the knowledge and confidence needed for a successful business exit.
To maintain confidentiality, attendees will only be identified by their first name and will not be expected to talk about their own business or their future plans.
Southampton-
Date: Tuesday 3 March
Time: 9.00am-12.00pm
Venue: Southampton Science Park, 2 Venture Rd, Chilworth, Southampton SO16 7NP
Parking: Free parking
Reserve your place
Agenda
9.00am- Arrival and breakfast
9.30am- Workshop begins
12pm- Finish followed by Q&A
After 12pm- Your hosts will be available afterwards to continue discussions
These are invite only events and provides an opportunity for you to network with a small group of likeminded business owners. There is no charge to attend these events but numbers are limited so early booking is recommended.
If you have any questions about the workshops, please contact: Gemma Lloyd-Jones, Marketing Manager- gemma.lloyd-jones@pkf-francisclark.co.uk

Resilience, succession and planning for the future: reﬂecting and moving forward in agriculture in 2026
2026-02-24 18:00 - 21:00 | Rumwell Farm Shop, Rumwell, Taunton, Somerset, TA4 1EJ, United Kingdom
Join us for an exclusive evening briefing designed for decision-makers in the agricultural sector, as we take a breath after a demanding year and look ahead to the opportunities and challenges on
the horizon.
The evening will include expert insights from PKF Francis Clark, Stephens Scown, and Carter Jonas on topics such as:
– Reflections on recent Budget announcements
– Inheritance Tax (IHT)
– Agricultural and general property market update
– Succession planning and wills
– Pre- and post-nuptial agreements
– Inheritance and Trust disputes and how to avoid them
– An open Q&A session with our panel of experts
Event date: Tuesday 24 February
Venue: Rumwell Farm Shop, Rumwell, Taunton, TA4 1EJ
Time: 6pm – 9pm
We look forward to welcoming you for an insightful and forward-thinking evening.
Any questions, please contact:
Jo Force events@stephens-scown.co.uk
or Daisy Cardwell daisy.cardwell@pkf-francisclark.co.uk

Maximising value in business exit
2026-02-04 09:00 - 12:00 | Exeter Racecourse, Kennford Exeter Devon EX6 7XS, Exeter, EX6 7XS, Devon, United Kingdom
Register now to join one of our practical face to face workshops
Are you considering selling your business, seeking private equity investment, or planning a future exit? Then sign up to one of our practical workshops to gain expert guidance on maximising business value, avoiding common pitfalls, and achieving a successful exit on your terms.
The workshop offers practical insights from leading M&A professionals who will share their wealth of experience in helping business owners navigate a business exit. Also hear from founders who have successfully navigated their own business exits. They will share a real-life perspective on what the process involves and walk you through the practical steps, challenges, and lessons learned along the way. Their insights go beyond the theory, equipping you with the knowledge to approach your own exit with confidence.
Topics covered include:

Exit strategies: The options available to you including trade sales, management buyouts, and employee-owned trusts highlighting their advantages and limitations
Key stages: The key stages of a typical transaction process and how different transaction types can meet shareholder and business objectives
Tax: The relevant tax considerations to be aware of when planning for an exit, including capital gains tax and inheritance tax
Valuation drivers: Understanding business valuation and the factors that influence higher multiples in your sector
Preparation: Steps to ensure your business is “exit ready,” including financial, legal, and operational considerations
Deal structuring: Insights into deal structures, negotiation tactics, and common transaction pitfalls
Timing: Identifying the optimal time to exit based on market conditions, business performance, and personal objectives

Human factors: Addressing the emotional and practical aspects of selling, including leadership transitions, staff communication, and planning for life after the sale
Reserve your place now to gain the knowledge and confidence needed for a successful business exit.
To maintain confidentiality, attendees will only be identified by their first name and will not be expected to talk about their own business or their future plans.
Exeter – Wednesday 4 February
Reserve your place
Agenda
9.00am- Arrival and breakfast
9.30am- Workshop begins
12pm- Finish followed by Q&A
After 12pm- Your hosts will be available afterwards to continue discussions
These are invite only events and provides an opportunity for you to network with a small group of likeminded business owners. There is no charge to attend these events but numbers are limited so early booking is recommended.
If you have any questions about the workshops, please contact: Gemma Lloyd-Jones, Marketing Manager- gemma.lloyd-jones@pkf-francisclark.co.uk

Autumn Budget webinar
2025-11-27 12:00 - 13:00 | Virtual event
On 27 November, join our live webinar the day after the Chancellor’s statement. Our team, led by my colleague and leading tax expert John Endacott, will break it down. What’s in the Budget? What’s changing for businesses? What you need to do next? Register now and we’ll help you make sense of it, fast.

Successful applications for debt finance
2025-11-18 09:00 - 23:00 | Old Bakery Studios, Truro, Malpas Road, Truro,, Cornwall, TR1 1QH, United Kingdom
Improve your chance of a successful application for debt finance. Learn why businesses get turned down for loan applications, explore what can be done to improve your chances of success and understand the range of funding choices available.

Introducing the Beacon Fund
2025-10-21 09:00 - 11:00 | Old Bakery Studios, Truro, Malpas Road, Truro,, Cornwall, TR1 1QH, United Kingdom
Be our guest at Old Bakery Studios, Truro, on Tuesday 21 October for a business breakfast introducing the Beacon Fund, an exciting new equity fund for Cornwall and the Isles of Scilly. The event includes insights from Oxford Innovation Finance and is supported by the British Business Bank.

Rural succession planning
2025-09-29 17:00 - 18:00 | Virtual event
This webinar takes a deeper dive into inheritance tax strategies specifically relevant to rural clients. For landowners, farmers, and rural business owners facing more intricate planning scenarios, we’ll explore approaches to help support effective succession planning.

APR and BPR changes: Exploring your exit options
2025-09-25 12:00 - 13:00 | Virtual event
Upcoming APR and BPR changes could reshape the financial landscape. This webinar provides an overview of options for anyone considering a business exit – whether through sale, succession, or restructuring.

Inheritance tax planning and pensions explained
2025-09-18 12:00 - 13:00 | Virtual event
This webinar focuses on inheritance tax (IHT) strategies for clients facing complex planning challenges. Where IHT exposure can’t be resolved through straightforward will changes or business share transfers, there are other avenues worth exploring.

Inheritance tax reliefs and succession planning
2025-09-02 12:00 - 13:00 | Virtual event
A webinar about the upcoming changes to Agricultural Property Relief (APR) and Business Property Relief (BPR). Our head of tax breaks down what the changes mean, how to prepare, and what actions you should consider now to protect your future.

EMI webinar - Incentivising staff through share ownership
2025-06-26 12:00 - 13:00
Kate Culley and Thomas Oldham will be hosting a webinar on EMI and will be covering:

An introduction to EMI
Benefits of EMI options
A look at company and employee’s eligibility
Is EMI right for your company?

The session is open to all, with a special focus on fast-growth companies planning an exit in the next few years.

Charity sector update webinars
2025-06-24 12:00 - 13:00 | Virtual event
The essential update for finance professionals, charity leaders and trustees. Join us for two informative, engaging webinars. The first covers proposed changes to charity SORP, related parties and conflicts of interest, and includes an introduction to Triodos Bank. The second is about taxing topics for charities, more specifically VAT and employment tax.

Finance in Cornwall 2025
2025-05-13 08:00 - 13:30 | Lighthouse Cinema, Newquay, Lighthouse Cinema, King Street, Newquay, King St, Newquay TR7 1AA
With sessions on grants and business support available; getting investment ready and debt funding – including non-bank options. A meet the funders session with business angels, crowdfunders and venture capital investors.
This free event will be of interest to business owners at all stages of business maturity – from start-up to exit and there will be plenty of opportunities to ask questions and network with your peers.

Employee ownership trusts webinar
2025-04-03 12:00 - 13:00 | Virtual event
We’ll answer some of the most frequently asked questions about employee ownership trusts (EOTs). Whether you’re just starting to explore this concept or looking to develop your knowledge, you’ll take plenty of insights from this session.

Third Thursday professional services networking
2025-03-20 12:30 - 14:00 | The Old Ale House, 7 Quay Street, Truro, TR1 2HD
A networking opportunity for advisers working in the finance, property and legal sectors to connect with professionals from across the region. Limited to five attendees per organisation.

How to unlock the value of data in your business
2025-03-06 12:00 - 13:00 | Virtual event
This webinar provides a demonstration of our data insights solution. Including reporting capabilities whilst enhancing efficiency and increasing profitability.

Post-Budget conversation
2024-10-24 12:00 - 13:00 | Virtual event
Chancellor Rachel Reeves will be delivering her first Labour government budget on Wednesday 30 October.
Join us on Thursday 31 October for a conversation with head of tax, John Endacott. John will be discussing the events of the previous day and what they will mean for individuals, businesses and the wider UK economy.
