10th March 2026

TIMING

COURSE CODE

MA10A6

SPEAKER

Tim Palmer

OBJECTIVES

This practical course will illustrate to delegates the tax and NIC efficient ways of extracting funds from the family business. The planning opportunities will be considered, together with succession, liquidation, and planning prior to sale.

WHO SHOULD ATTEND?

The course will be useful for delegates who advise family businesses on the most tax and NIC efficient ways of extracting funds from the business, and forward planning to consider other areas such as succession, termination and sale.

TOPICS

• Tax and NIC efficient extraction of funds from the family business
• Remuneration packages and benefits in kind
• Bonus v dividends
• The current dividend tax regime
• NIC mitigation and planning
• Passing surplus funds to family members
• Practical tax considerations for unincorporated businesses
• Forward tax planning including succession and possible sale
• Liquidation planning, and the impact of the TAAR
• Share schemes and their advantages
• The impact of recent case law on the extraction of funds
• The structure of the business
• Tax efficient reorganisations
• VAT considerations
• Company tax planning
• Practical case studies
• General overview

VENUE

This course will be available live online. You will be emailed the link to join two days before the course date.

DISTRICT

All

COURSE FEE

 £110+VAT. (click here for information on the Flexiticket discount scheme - fees as low as £64.00+VAT per place).