Upcoming Tax Surgery – Family investment companies, 13th June 2018

Where are we now – risks and advantages plus family constitutions.

Your Speaker on 23rd May 2018 is Michael Sherry

Family investment companies:

• Entrepreneurs relief vs Substantial shareholding exemption
• Possibilities for BPR
• Modifying shareholdings to give gradual shift of value
• Freezer shares
• Voting only shares
• Capital reduction shares
• (Accidental) Destruction of value and immediately chargeable transfers
• Share valuation – from Jamieson through Crossman and Buccleuch to Gray’s Timber
• Gearing?
• Family constitution purpose form and functions

Wednesday 13th June 2018, 4:00pm – 5:00pm

Red Room – Calyco, St James’ Building 61 – 95 Oxford Street, Manchester, M1 6EJ

Followed by drinks and a chance to discuss the issues. No charge for attendance.

To register, email claire.labio@completecounsel.co.uk

0 replies

Leave a Reply

Want to join the discussion?
Feel free to contribute!

Leave a Reply

Your email address will not be published. Required fields are marked *