Presenter: Robert Jamieson
15 October 2008
Time: 9.15 - 12.30
Location: 66 Wigmore
Street, London W1U 2SB
Whom does it benefit?
Practitioners who advise clients and their families on succession planning issues.
What are the course aims and objectives?
Clients who own and run family businesses are always keen to achieve the best after-tax return on a sale. Those who pass down their businesses to the next generation are concerned to ensure that their IHT exposure is minimised. This course looks at the key tax issues which need to be considered in these areas.
The course will cover:
Issues on the sale of a family company
- Planning under the new CGT regime
- Paper-for-paper transactions
- Earn-out arrangements
- A recent problem
Issues on passing down shares in a family company
- Business property relief - some planning thoughts
- Gifts with reservation and family company shares
- IHT and FA 2006
- Advantages of using trusts
- Tax-efficient will planning in the new regime
CPD: 3 Hours
FEE: £105 plus VAT or 1 ‘Block Booking
Place’ (from £52 plus VAT)