This seminar is designed to showcase how you can add value to the advice you give your clients who are business owners. By conducting a 'role play' client meeting, we will highlight some do's and don'ts business owners need to consider to maximise tax savings and preserve their wealth for the benefit of the next generation and beyond.
What will the seminar cover?
- Shareholder protection – traps for the unwary
- International considerations – avoiding the pitfalls
- Pre-sale planning
- Post-sale considerations
- Preserving inheritance tax (IHT) reliefs – some do's and don'ts
- Turning 100% BPR into 200% relief – save £s of IHT
- Protecting a business against divorce
Presenters
William Begley, Private Client Partner
William specialises in wills, trusts, tax and estate planning, mainly for UK domiciled private clients, but also for non-UK domiciled private clients. William has had a great deal of experience in devising and advising upon a variety of structures to protect the wealth of his clients and their families.
Alison Broadberry, Private Client Partner
Alison has extensive experience in providing tax and trusts advice to high net worth individuals, wealth management organisations and their advisers. She advises on both onshore and international tax planning and trusts with particular experience in how this interrelates with financial planning and financial services.
Charles Hutton, Private Client Partner
Charles advises on wills, trusts, tax and estate planning, specialising in inheritance tax planning and the tax on 'pre-owned assets'. He also advises clients not domiciled in the UK on their tax matters, particularly in the use of trusts to mitigate capital gains tax and IHT.
John Liddington, Private Client Partner
John specialises in tax planning for UK and non-UK nationals and advises on wills, trusts and related matters. He also specialises in the creation and reorganisation of a wide variety of UK and offshore tax mitigation structures.