How to preserve your wealth

Episode notes

In the 4th episode of season 2, Natalie is joined by Zoe Peck, a Tax Advisory Partner for Mazars, to discuss how different tax structures can be used pre, post, and during the transition of succession. They consider different options available for family businesses to structure their planning in a way that allows them to limit tax leakage and maximise profit extraction without putting the integrity of the business at risk, and whilst also allowing them to protect their long-term legacies. Special Guest Zoe Peck Zoe.Peck@mazars.co.uk Related Links Mazars Family Business Services Exploring Family Business Podcast Season 1 Exploring Family Business Podcast Season 2 Family Business Survey 2020

• Recipe for Success - The Story of How a Successful Family Business Transitioned Between Generations61 / 100
• The Great Transition - 2022 and the Acceleration of Succession55 / 100
• Family Business Funding in a Post-Pandemic World55 / 100
• Helping Next-Gen Family Entrepreneurs Forge Their Own Paths
• Succession: a personal story