CPD

Succession Planning - the Tax Implications

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)

For further details:

• Email info@pass.co.uk

• Telephone: 020 7284 4995

• Fax: 020 7284 2966

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

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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.