SPEAK TO AN ADVISOR
Tax considerations of succession planning
Tax considerations of succession planning
ON-DEMAND
What can you do to improve tax 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.
The webinar will highlight the key features and benefits of both our online material and My VIP Tax Team.
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.
The webinar will highlight the key features and benefits of both our online material and My VIP Tax Team.
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
Speaker
Stephen Relf - Deputy Content Manager
Stephen helps lead the team of in-house tax writers at Croner-i and is responsible for updating the commentary and tools on capital allowances.
James Butterworth - Senior VIP Tax Consultant for Croner-i
James has 29 years of experience providing tax consultancy to accountants and businesses. He has worked for Big 4, Top 10, large independents and specialist tax consultancy firms.
Rudy Baptiste - Business Development Manager
Hear from our business development manager Rudy as he explores what Croner-i can offer you.
Stephen helps lead the team of in-house tax writers at Croner-i and is responsible for updating the commentary and tools on capital allowances.
James Butterworth - Senior VIP Tax Consultant for Croner-i
James has 29 years of experience providing tax consultancy to accountants and businesses. He has worked for Big 4, Top 10, large independents and specialist tax consultancy firms.
Rudy Baptiste - Business Development Manager
Hear from our business development manager Rudy as he explores what Croner-i can offer you.