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CPD

Family Company Changes - Growth, Succession & Exit

Presenters: Paul Soper
27 May 2010
Time:
9.15 - 12.30 
Location: 66 Wigmore Street, London W1U 2SB
CPD: 3 Hours

What are the course aims and objectives? 

This course is designed to help professional advisers (& clients) to define objectives, of shareholders and other stakeholders, in a Family Company / Owner-Managed Business context; and select tax-efficient strategies to achieve them. 

Who should attend? 

Partners and senior managers in corporate or private client departments who deal with OMB clients and their shareholders; and business people looking for a fresh approach to their long-term planning. 

Contents 

  • Tax planning on acquisition and disposal 
  • Incentive schemes for senior employees 
  • Entrepreneurs' relief 
  • Business Property Relief 
  • Succession planning 
  • Gift or Sale? 
  • Buy-outs 
  • Case studies and examples 

FEE: £120 plus VAT or 1 ‘Block Place’ (from £54 plus VAT)

For further details:

To book on this course please complete the form below, and an invoice will be sent to you for payment.

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Tick here if you would like these booking(s) to be utilised against your "Block Places Scheme" (1 Block Place per delegate)
 

  

Terms:
A full refund (less 20% administration charge) will be made for cancellations received in writing or by email not less than 15 days prior to the course. Cancellations after this time are charged at the full fee or Block Places treated as utilised.

Please click here for full terms and conditions.

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