COMPLETE GUIDE TO SUCCESSION PLANNING FOR OMBS

COMPLETE GUIDE TO SUCCESSION PLANNING FOR OMBS

From May 11, 2020 13:30 until May 11, 2020 16:30

At Denbies Wine Estate


TIMING

Registration Course starts CoffeeCourse ends
13:00 13:30 15:00 16:30

COURSE FEE

 £110+VAT. (click here for information on the Flexiticket discount scheme - fees as low as £61.67+VAT per place).

COURSE CODE

MY11B0

SPEAKER

Giles Mooney 

OBJECTIVES

The course will consider the tax consequences of the alternatives available to individuals structuring unquoted companies and leaving those companies to others including management and family. The course will identify the efficient options to be pursued in differing circumstances.

WHO SHOULD ATTEND?

The course is aimed at general practitioners who need to appreciate the implications of commercial transactions, actual or intended.

TOPICS

  1. Buyer and seller
  2. When tax planning is needed
  3. Effect of (relevant!) anti avoidance rules
  4. Assets or shares?
  5. Consideration for sale
  6. Earn outs
  7. Loan notes
  8. Purchase of own shares
  9. Payments to directors
  10. Warranties and indemnities

VENUE

Denbies Wine Estate, Dorking

DISTRICT

South East