Beyond the exit: Protecting and growing your wealth

The final webinar in our three-part series looks beyond the exit itself. After building a business and planning how to step away from it, the next question is what to do with the wealth you have created and how to make it work for you over the longer term.

This session will explore the financial and tax decisions to consider before and after a sale, from investing the proceeds and planning for inheritance to supporting the next generation, philanthropy or even starting another business.

The webinar will be co-hosted by members of our Advisory team, Tax Partner, Thomas Adcock and Advisory Partner, Dan Rose, who work closely with businesses on the financial, tax and strategic considerations that come with growth, investment and change.

Who should attend?

Business owners planning an exit or those who have recently sold a business and want to make informed decisions about managing their wealth.

During this session we'll cover:

Preparing financially for an exit
Personal tax planning before and after a sale
Family investment companies (FICs) and trusts
Estate and inheritance planning
Investing sale proceeds
Starting another business or becoming an investor
Philanthropy and legacy planning
Building your personal advisory team after an exit

Date: Tuesday 8th December, 2026

Time: 1:00pm - 1:45pm

Registration is required by using the button below. After registering, you will receive a confirmation email containing information about how to join the webinar.

Register here

By signing up to this webinar, you agree to share your data with Gravita for the purpose of contacting you about relevant content and services.

This is the final webinar in our three-part series following the business journey from growth through to exit and beyond. It follows Scaling for growth: Building a business ready for investment and Business succession: Planning for the future of your business, before turning to the financial and tax decisions that come once you have stepped away from the business.

Speakers:

Thomas Adcock

Partner, Tax

Tom Adcock advises a wide range of international clients on structuring their global affairs, frequently using offshore jurisdictions to achieve effective tax and commercial outcomes.

He provides strategic advice on how specific structures operate to deliver both efficiency and compliance and regularly supports individuals and businesses engaging with the UK tax system from around the world. Tom serves as the UK representative on the International Tax Committee of DFK International.

A recognised voice in the field, Tom frequently presents and writes on a wide range of property tax matters.

Starting his career as a Corporate Tax Inspector with HMRC enables him to successfully manage tax enquires into both corporates and individuals; his experience in working on ‘both sides of the fence’ means he maintains an exceptional record in supporting clients with tax investigations.

Speak to Thomas

Dan Rose

Partner, Audit and Assurance

Dan Rose is an Audit Partner at Gravita and leads the firm’s Financial Services sector. He works closely with clients to deliver high-quality audits that meet the highest standards of compliance, governance and regulatory reporting. Known for his collaborative and proactive approach, Dan helps businesses navigate complex requirements with confidence while ensuring audits are delivered efficiently, transparently and on time.

As a Responsible Individual, Dan oversees some of Gravita’s most complex audit engagements, including Public Interest Entities, listed businesses and international groups. He has extensive experience auditing financial services organisations, group structures and subsidiaries, and is highly skilled in managing the demands of multi-stakeholder audits across both UK and international operations. His ability to identify challenges early, engage the right stakeholders and maintain momentum throughout the audit process helps clients achieve a smooth and effective audit experience.

Dan’s sector experience includes:

Financial Services
International Groups
Professional and Business Services
Property
Public Interest Entities

Dan is a member of the ICAEW, a Fellow of the ACCA and a full member of The Academy of Experts. His technical expertise spans IFRS reporting, CASS audits, listed company audits and complex regulatory reporting requirements.

In addition to his audit work, Dan leads Gravita’s Transactional Advisory service, supporting clients on a range of specialist engagements, including share valuations, forensic accounting, business sales and acquisitions. Combining deep technical knowledge with clear communication and commercial insight, he helps clients manage risk, meet regulatory obligations and achieve their growth ambitions.

Speak to Dan