Course description
This short webinar will explore the key principles in relation to shareholder protection and succession issues in small privately owned businesses, in particular, measures enabling those businesses to respond to the hazard of the premature death of one of the business owners.
The webinar will discuss the potential risks of small businesses without any shareholder protection, life/key man policies and trust structures, inheritance tax and capital gains tax implications, and much more.
Our speaker Peter McGeown is a Solicitor specialising in Inheritance Tax and Estate Planning. Formerly an Officer at the Inland Revenue Capital Taxes Office (now HMRC Capital Taxes), he is a Partner at Clifton Ingram LLP and head of their Legal 500 recommended Wills & Inheritance team. Be sure to tune in to benefit from his expertise on this topic.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
This short webinar will explore the key principles in relation to shareholder protection and succession issues in small privately owned businesses, in particular, measures enabling those businesses to respond to the hazard of the premature death of one of the business owners.
What You Will Learn
This short webinar will cover the following:
- The problem. The small, privately owned successful business without any shareholder protection - potential risks
- Shareholder protection and cross-option agreements
- Life/key man policies and trust structures
- Extracting value on the death of a business owner for the benefit of his family whilst enabling the business to continue in the ownership of the surviving business owners
- Inheritance tax and capital gains tax implications
Expenses
MBL Seminars Limited
With over 1,000 expert speakers covering more than 3,360 different topics, our course portfolio is vast and can be delivered either online or in-person. With over 450 years of collective professional development experience, we are proud to be trusted to...