Effective Tax Planning for Business Succession Recorded

Summary

This course deals with all tax matters linked to business succession. The course aims to help you gain a practical understanding of all tax and commercial issues relating to advising a company on sale strategies, funding strategies, management buy-outs and succession to the next generation.

Venue details:  
Online, ,
Start date & time:  
01 January 2017 00:00
End date & time:  
01 January 2020 00:00
Price: €75.00  (€75.00 Member price)
By registering for this course you have accepted the terms and conditions
Training ticket cost:  
3.00
CPD hours:  
3.00
Speaker details
No speakers have been associated with this event.

Description

Product type:  
CPD online course
Category:  
Governance, risk and legal

This course was originally recorded in 2018

Who should attend

Any adviser who works with growing private businesses given that all businesses are required to plan exits at an early stage.

Relevant to tax advisers, accountants, wealth managers, bankers and all those who provide financial advice to high net worth individuals and companies. 

The course is also relevant to members working in roles in industry where they are advising the owners in relation to business succession.

Key Topics

  • Tax structure for management buyouts also reflecting effect of recent legislative changes.
  • Practical structures for introducing the next generation as shareholders including share structures to facilitate control, dividends and risk.
  • Refresher on tax reliefs such as retirement relief, business property relief.
    As the 10% CGT rate is a new rate, outline of the landmines of this rate as can be difficult to meet all conditions.
  • Reminders on limiting layers of taxation on exits.
  • Practical structures for VC funding and various alternatives currently in the market.
  • Pre-sale restructurings and tax objectives of such restructurings

Tax efficient introduction of management and executives to their employer company as shareholders including consideration of the new KEEP share scheme.  The course will speak about share based remuneration in a practical matter where commercial protections and landminess are also addressed. 

Learning Outcomes

To gain a practical understanding of all tax and commercial issues relating to advising a company on sale strategies, funding strategies, management buy-outs and succession to the next generation.

An increased awareness of the opportunities to plan early so as to manage commercial and tax issues without affecting shareholder value and the underlying business value.