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Professional Advisory Forum

Strategic Legal and Financial Frameworks for Business Owners
Shaun Pegler will be speaking alongside Rachael Abbott and Simon Evans, sharing practical advice on business growth, performance, tax-efficient planning and exit strategies.
Attendees from previous events have said that it’s a rare opportunity to hear different professional perspectives with expertise from accountancy, legal and financial planning all in one room.
1 October 2026
Havas CX Helia, Cirencester
10:30am – 2:00pm
Session 1 | 11:00 – 12:15
Explore the financial foundations every growing business needs, including common financial pitfalls, understanding performance, asset protection, and planning for sustainable growth.
Session 2 | 12:45 – 14:00
Gain valuable insight into exit strategies, selling your business, tax-efficient profit extraction, and inheritance tax planning, including BPR and APR updates and future considerations.
Guests are welcome to attend either session individually or join both with a Full Access ticket.

