Turley Legal joins Davy and Danske for Post-Budget Business Breakfast at Moore Lodge
Turley Legal was delighted to join Davy and Danske Bank in hosting a well-attended Post-Budget Business Breakfast for local business owners at the beautifully restored Moore Lodge on the banks of the River Bann. The event brought together industry specialists to outline what the recent Budget means in practical terms for business owners planning for the future.
Holistic Wealth Management for Business Owners
The session opened with Davy’s Kevin McParland who delivered a comprehensive overview of holistic wealth management. His presentation explored how business owners can structure their wealth effectively through retirement planning, estate planning and tailored investment management. Kevin emphasised the importance of integrating personal and business objectives to support long-term financial security.
Succession Planning and Corporate Structuring
John Turley and Rachel Scroggie of Turley Legal then delivered a practical session focused on succession planning and corporate structuring. Key themes included:
The importance of having a valid Will and Enduring Power of Attorney in place
The role of Family Investment Companies in long-term planning
How trusts can be used to safeguard assets across generations
The significant changes to trust taxation and inheritance tax coming into effect in April 2026
Their presentation highlighted the need for proactive planning to ensure business continuity and to maximise available reliefs.
Investment Insights in a Changing Market
The briefing concluded with an investment update from Davy’s Ben Banerji who provided thoughtful analysis of current market conditions and offered insight to help inform investment decisions in a rapidly evolving economic landscape.
Supporting Your Planning Needs
Turley Legal is committed to helping business owners prepare for the year ahead. If you would like to discuss succession planning, corporate structuring or how the Budget changes may affect your personal or business position our team is here to help.
