Tax considerations of succession planning

Stephen Relf and James Butterworth will take a collaborative look at a recent succession planning case study to identify problem areas, potential solutions, and explain how we can assist with implementation.

Webinar Slides

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Key learning points

Problems
  • Availability of capital gains tax gift relief
  • Availability of inheritance tax business property relief

Solutions
  • Return of capital demerger to separate trading and investment activities
  • Settlements into discretionary trusts to reduce inheritance tax exposure

Support
  • How Croner-i online material can assist
  • How My VIP Tax Team can help


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