Tax Planning – Cases of Interest


Speaker Amanda Jayne Comyn – Thursday, 29th July 2021, 8am – 9am

A discussion on the following recent Tax Planning Case Studies:

A family company where parents are seeking to retire and pass the company to next generation.  Case study reviews the various options available depending on the preferred outcome with a review of reliefs and practical issues relating to securing relief.

A holding company of a trading company where it is one of many shareholders.  Case study highlights technical issues relating to availability of reliefs for shareholders of holding company, exiting parents, and getting wealth to next generation.

A trading company sale where the introduction of management team by existing share transfers.  Case study highlights issues with the application of reliefs together with the operation of various tax rules on the identification of the order of share sales.

CPD: 1 hour for live attendance

2 in stock