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CLA South West: Future-Proofing Your Wealth – Tax, Succession & Investment Insights for 2026
CLA South West

Event Details

Phil Reed, Head of our Rural Sector, will be a guest speaker at the CLA Tax and Wealth Seminar at Escot House in March to talk about smart succession planning. This event brings together leading specialists to share the latest updates in taxation, succession planning, and investment strategy.

Future-Proofing Your Wealth offers clear, practical guidance to help individuals, families, and professionals navigate the shifting financial landscape and make informed long-term decisions.

Across a series of focused 20-minute sessions, experts from the CLA Tax Team, accountancy, law, and the fine art and auction sector will cover key developments in tax policy, effective succession planning, investment approaches for a changing global market, and opportunities in alternative assets.

Please click here to book your place.

Tuesday 31 March 2026
9:00AM – 3:00PM
Escot Park, Escot House, EX11 1LU
Members- £35 Inc VAT Non Members- £45 Inc VAT