Course Details

The session  highlights some of the main tax and commercial issues advisors are dealing with in 2023 in helping their private business clients in private client and M&A matters and how to address them. The topics discussed will highlight some of the new opportunities and also some of the pitfalls advisors need to be aware of when helping private business and their owners. 

In this session, David Keary discusses the following topics,


-           Non-filing structures post 2022 changes

-           New Strategies for Passing the Family Business and Wealth

-           Control Pitfalls in claiming Tax Relief

-           Personal Holdings companies in 2023

-           S 135 (3A) Impact on Selling Family Business and mitigation strategies

-           M&A Dilemmas: Income Tax Anti-Avoidance; Participation Exemption and Trade Related Properties 

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CPD Course Speaker

Focus Tax Partners

David Keary

David Keary is a tax partner with Focus Tax partners, a specialist tax advisory practice helping private business, and its owners with all aspects of their tax affairs. David has over 18 years' experience in Big 4 and Top 10 firms advising on corporate tax advisory, M&A transactions and private client advice for private businesses and their owners. He has a particular interest in the interaction of tax and legal issues as well as the impact of specific and general anti-avoidance legislation.