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May 14,2015 -     Time: 5:00 pm - 8:00 pm


It is never too soon to think about

clarke wilmott

Extracting value from your Business

Find out how you can get the most value out of your business with a business exit health check

Thursday 14 May 2015, Clarke Wilmott, 1 Georges Square Bath Street Bristol BS1 6BA 5:00pm to 8:00pm

Come along to this Free event hosted by leading law firm Clarke Wilmott with corporate governance experts Excellencia, financial planning specialists LP Wealth Management and innovative investment company Octopus Investments to find out how you can secure your future when you leave your business.

If you are the owner of a growing business then this event will help you to understand how you can take steps now to ensure that you get the most out of your business when it is time to step down and what to do with your money once you have left.

17:00 Registration and networking
17:30 Welcome from the Chair and introductions Adding value to your business DD150 David Doughty Chartered Director, Chief Executive at Excellencia
17:50 Estate Planning for Business Owners Jane Halton Jane Halton Partner Clarke Willmott LLP
18:10 Auto Enrolment and what it means for your Business Chris Lawson Chris Lawson Director, LP Auto Enrolment Solutions Ltd
18:30 Retirement Planning for Business Owners Andrew King Andrew King and Damon FoxDamon LP Wealth Management
18:50 Extracting surplus profits from your company tax efficiently Dominique%20Butters Dominique Butters Business Development, Octopus Investments
19:10 Refreshments and networking
20:00 Close
LP Wealth Although the event is free, places are limited – to book your place on-line now click here octopus investments


Clarke Wilmott
1 Georges Square, Bath Street
Bristol, BS1 6BA

Registration is closed for this event.
For more information or questions, please email:

Registration Fees

Course Fee: Select this option if you wish to pay by cheque or you require an invoice prior to payment.

Payment with Booking Fee: Select this option if you are able to pay by BACs or credit/debit card at the time of making the booking

NEDworks Tier1 Member Fee: Select this option if you are a NEDworks Tier1 Member (more information about NEDworks membership can be found at

Please note, whichever option you select, the booking is not complete until payment has been received. Once payment has been received you will be sent your course joining instructions and a VAT invoice as confirmation.

Course Cancellation Policy

Places on courses are limited and we therefore operate a cancellation policy regarding refunds and transfers. Once you have received confirmation of your place on the course you will be liable for the whole fee unless we receive written notification of cancellation more than three weeks before the event date.

Written notification of cancellation can be sent via email to or by post to Excellencia Ltd, The Coach House, Clarbeston Road, Pembrokeshire SA63 4QL. For bookings cancelled more than three weeks before the event, delegates will be able to change the date of their booking free-of-charge, or 100% of the fees that have been paid will be refunded. For bookings cancelled three weeks or less before the event, no refund will be made other than in exceptional circumstances at the discretion of the course leader.

Please note that for bookings made three weeks or less before the event, the course fee will be non-refundable, other than in exceptional circumstances at the discretion of the course leader. In the event of a cancellation made three weeks or less before an event, applicants will be able to book on a further course for an additional fee. This fee is non-refundable should the delegate then choose to cancel this booking. No refund will be made for non-attendance on the course.

In the event of cancellation of a course by Excellencia, we will endeavour to inform all participants at least two weeks before the course is due to take place, although please be aware that this is not always possible. In such an event, all course fees paid will be reimbursed in full, but we are unable to reimburse any other costs that may be incurred, such as flights or accommodation.

In the event that dates have to be changed by Excellencia, delegates may request a full refund if the new dates are not convenient.

Should you have any questions regarding these terms and conditions, please contact Debbie Wright on 01437 731 161 or send an email to