You and Your Clients (STEP and Chartered Accountants Ireland)


In conjunction with STEP (Society of Trust and Estate Practitioners), this conference focuses on the successful sale of a business from an advisor and a client perspective. The conference initially considers how to prepare a business for sale or exit and how to add value. It then considers wealth and divestment strategies after sale, and subsequently focuses on planning for death.

Venue details:  
Chartered Accountants House, 47-49 Pearse Street, Dublin 2
Start date & time:  
28 May 2020 09:30
End date & time:  
28 May 2020 13:30
By registering for this course you have accepted the terms and conditions
Training ticket cost:  
CPD hours:  
Speaker details
First nameLast name
Multi Speaker


Product type:  
CPD course
Investment business

Who should attend

This course is for accountants, lawyers, wealth management advisors and other business professionals who are involved in preparing businesses for sale, as well as those involved in wealth management, trusts and tax advice.

Course overview

  • Preparing Your Business for Sale –Mary Nyhan will focus on practical case studies in relation to tax planning that can be implemented prior to sale, including an Irish and international perspective. Topics will include optimising the gift and inheritance tax planning position for the next generation, restructuring to avail of various reliefs (retirement relief, the 10% rate of tax, business property relief and holding company exemption). The session will also consider share schemes and management buy-out structures
  • Maximising Value – Paul Keenan will share his experiences regarding how to build a sustainable valuable business capable of being sold and the importance of timing. Paul will also provide insights into how their experience as entrepreneurs can add value for sale (they are founder shareholders in Flyefit, homestore + more, Activate Capital and a number of other companies)
  • Managing Wealth Post Exit – Catriona Cody will focus on the issues to consider from a wealth management perspective following the disposal of or an exit from a business. It will cover the optimal time to take financial advice and consider issues such as, achieving tax efficiencies pre and post deal, holding disposal proceeds in a holding company or personally. It will address issues that need to be incorporate in a wealth strategy, including trusts, partnerships, relocation overseas, the investment process and tax implications
  • Planning for Death – Lydia McCormack will discuss planning for death and incapacity, particularly for business owners, including the importance of having the right Will and appointing the right executors, considering whether a Will trust may be appropriate and the importance for business owners of planning in the event of mental incapacity. She will also discuss the impact of holding certain assets on death from a tax and succession law

Key learning outcomes

By the end of this course, participants will be able to:

  • Be better equipped to plan for sale of a business
  • Aware of the methods of adding value to a business and the importance of timings
  • Plan for the effective management of wealth post sale
  • Prepare for death or the impact of mental incapacity