David Pett: Longmark Webcast - 15th October 2020
15 October 2020
1. Sale to an EOT – free of tax….but needs great care!
- The opportunity outlined
- Tax-free bonuses for employees
- Structuring the sale
- Structuring the funding
- Safeguarding the interests of the vendor(s)
- The need for a corporate governance framework
- Experiences thus far
2. The Loan Charge – where are we now that the door has closed on settlements?
- Pre 6/4/16 loans : what was a “reasonable disclosure”?
- What is meant by “steps taken” by HMRC?
- Double taxation relief
3. Structuring incentives
- Current issues re EMIs
- The increasing attraction of SIPs
- Structuring ‘growth shares’ in EIS companies
- ‘Growth shares’ vs JSOPs
Delegate fee: £100 + VAT
Register here: https://www.longmark.co.uk/webcast-registration/