Family businesses form the backbone of the UK economy, contributing significantly to employment, innovation, and community development. With deep-rooted values and long-term commitments, these enterprises play a pivotal role in shaping the country’s economic landscape.
However, family businesses also face unique challenges—succession planning, governance, and balancing family dynamics with business priorities among them.
To support family businesses in navigating these complexities, we invite you to join us for our next exclusive Family Business Forum, hosted in partnership with BPE Solicitors and Crowe Accountants. This event is designed specifically for those involved in family businesses, whether you’re a family member or part of the senior leadership team. You do not need to be a family member to attend—all those contributing to the growth and management of a family business are welcome.
Theme: Succession Planning – Successfully Handing Down to the Next Generation
Join us for Breakfast at The New Club Cheltenham
This session will explore key issues that matter most to family-run businesses, including:
Practical steps for generational transition
Legal and financial considerations
Trusts and governance
Real-life lessons from successful family enterprises
We are delighted to welcome Michael Carter, Managing Director at EG Carter, a 4th-generation family business. Michael will share his personal insights into how the family has successfully brought the next generation into the business, while preserving its values and legacy.
BPE Solicitors and Crowe Accountants will also provide expert guidance on trust structures, succession planning, and the key strategies you can adopt to ensure a smooth and secure transition.
This is a unique opportunity to hear from experienced professionals and fellow business leaders, exchange ideas, and walk away with actionable advice to help your family business thrive—now and into the future.
We look forward to welcoming you.
In partnership with: BPE Solicitors & Crowe Accountants
Thank you to Michael Carter, Chairman, EG Carter
Montpellier Drive GL50 1UN
