SESCA Bites: CGT and IHT Implications of Realising the Value of or Passing on the Family Business - Live Online Course.

 11th October 2021

 

 

TIMING

Registration Course starts  Course ends
09:30 10:00   11:15

COURSE FEE

£30+VAT for each individual SESCA Bites 1 ¼ hour course. Or £75+VAT for 3 SESCA Bites courses.

To obtain the discount it is not necessary for the same delegate to attend 3 SESCA Bites courses, but the booking must be from one organisation.

Autumn SESCA Bites courses are:

CGT and IHT Implications of Realising the Value of or Passing on the Family Business (October)

Top Tips for Payroll and Expenses (October)

Making Tax Digital for Income Tax - Where are we now? (November/December)

Click here to download the SESCA Bites leaflet

COURSE CODE

OC11A1

SPEAKER

Mark Ward 

OBJECTIVES

During this seminar a number of CGT and IHT planning opporunities available to individuals and trusts owning businesses will be considered, as well as the pitfalls that can catch the unwary.

WHO SHOULD ATTEND?

Anyone advising OMBs on exit strategies and susscession issues.

TOPICS

  • Business structures

 

  • Refresher on types of structure

 

  • Planning for current and future circumstances, and trading v investment businesses

 

  • CGT issues for owner-managers

 

  • CGT on sale of a business

 

  • CGT on winding up of a business

 

  • Using purchase of own shares rules to hand over to the next generation

 

  • Inheritance tax issues for owner-managers

 

  • Agricultural and business property reliefs

 

  • Other IHT implications

 

  • Planning strategies
  • Property investment businesses
  • Use of employee ownership trusts

VENUE

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

DISTRICT

South East

Course fee
with 25 place
Flexiticket

£58.80 +VAT

Speakers