2025 Spring Masterclasses

Chadwicks Masterclasses have been running regularly since 2012. They have developed over time but our aim has been consistent – that you enjoy the sessions, meet like-minded people and discover something new, interesting and useful.

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Post-Budget Planning for Business Owners

Our Spring Masterclasses will look at changes to capital gains tax and inheritance tax announced in the Autumn Budget, their impact on business owners and how they best react.

Each will follow a similar format of an initial dive into the tax changes and options for business owners, followed by a guest speaker who will explore the subject further by sharing their experience before concluding with a general discussion where delegates will be encouraged to explore how they could overcome their challenges.


Business Succession Planning - Where Now?

14th January 2025

Fully booked, but don't fret as we're running a similar session in February. See below

The first session looks at business exit strategies and considers how these have been impacted by the changes in Business Asset Disposal Relief (the old Entrepreneur's Relief). Serial entrepreneur Mark Garner will share his experience of successfully acquiring and exiting businesses and we will be joined by John Kahn and Katie Harman from Mills & Reeve who will explore Employee Ownership Trusts in some detail, looking at the pros and cons of this tax-attractive succession route. read more and register


Business Succession Planning - repeat session

26th February 2025

Following the strong response to our January masterclass we are running a similar session in February, again with a focus on Employee Ownership Trusts read more and register


The new format means this series of Masterclasses will have fewer places available. To encourage commitment we are now charging £20 per session. However, we will continue to cover the costs of these sessions and all ticket revenue will be donated to the Norfolk Community Foundation. Refunds will not be given for cancellations or non-attendance but you will feel the warm glow of knowing your money has been spent on helping someone!

We will also be running regular webinars to explain what is happening in the world whenever something interesting, confusing or surprising comes along.

In person or online, we hope to see you soon.

Register here

Upcoming Masterclasses...

Webinar: 2025 - Trump card... or busted flush?

28 January 2025

2024 saw remarkable returns - will we see these repeated in 2025? In this session we'll start by reviewing 2024 before looking at what 2025 may have to offer.

Find out more and book

Business Succession Planning - Where now? Repeat Session

26 February 2025

Following the strong response to our January masterclass we are running a similar session in February. The steady reductions in Business Asset Disposal relief announced in the Autumn Budget have led many to reconsider their exit options. In this session we will look at a range of possible routes with a deeper look at Employee Ownership Trusts.

Find out more and book

What people have to say about previous events....

Two great presentations - although I'd experienced the business sale process before was good to hear the pitfalls from James again. Richard is always easy to listen to and his delivery is great. James explained each element in a interesting way - could easily have lost people if the delivery had been tedious! Love the idea of the presentations - this one was less interesting to me than the previous one - cake made up for it!

Michael Bayley | Barric Limited

Radostina was marvelous, intelligent and had a lovely presence. Excellent speaker. Both talks were informative and intelligent. There were plenty of takeaways and the peer-to-peer conversation was engaging as well. Also, the cake halfway was a nice touch. I'll do anything for cake.

Rob Morley | Fountain Partnership

Beginning to plan seriously for retirement and being a relative newbie in Norwich, it was refreshing to be introduced to a firm that places great emphasis on technical analysis and thoughtful planning. Too often, in my experience, IFAs are more concerned with style over substance but Chadwicks, through their Masterclass sessions offer real insight into investment management and retirement planning. Whether as a professional adviser or, like myself, someone looking for genuine insight into the changing times of today, I would recommend the sessions wholeheartedly.

Andrew Thorpe | Former Finance and Operations Director | Jarrold Norwich

This was my first event, and I was impressed with how it was operated, the topics covered and the quality of the speakers.

Faith Pearce | MA Partners LLP

I have been a regular attendee at Chadwick’s business seminars for several years and without fail I have found the sessions to be useful and practical on the one hand whilst thought provoking and inspiring on the other. Many advisers can put on topical seminars, few can make you feel that you want to go on to study the subject yourself!

Dawn Parkes | Managing Partner | Hatch Brenner

Very Informative, with great speakers. Interesting audience engagement as well.

Jordon King | Delta Fire Ltd

I enjoyed all the sessions and took away a golden nugget or two from each of them.

Tracey Aldous | Mint BB

Good choice of presentations, all of interest, good venue ... So many people don't think of the impact of retirement soon enough on both our finances and our wellbeing. All businesses would benefit from having these presentations for those in their late 50's and early 60's to get individuals thinking about what they need to do and what they want to do, to ease themselves into retirement.

Julie Lawrence | Unity Occupational Health & Wellbeing

Watch our latest videos...

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Retirement Foundations October 2021

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