Practical Tax Planning - Tax considerations for Retiring and Remaining Shareholders
Category: Tax | Date: 07/10/2025 10:00 | Duration: 100 mins | Tag: AUTXIE25D1S2v1 | Type: Webinar | Speaker: Mairead Hennessy
This course is part of The Autumn Tax Essentials 2025
Course Details
During this session on Business Succession planning Mairead Hennessy will cover the following topics:
- Overview of business succession and its importance
- Key objectives of succession planning and common challenges
- Overview of relevant tax laws and reliefs
- Tax considerations for Retiring Shareholders including availability of CGT Retirement Relief and Entrepreneur Relief, Termination payments, pension planning
- Tax considerations of Remaining shareholders in relation to share buyback
- Planning succession planning strategies
- Structuring the transfer of ownership – gift vs inherit,
- Family partnerships and their role in succession planning
- Case studies and practical scenarios
Course Level: Intermediate
CPD Course Speaker
Taxkey
Mairead Hennessy
Mairéad Hennessy has over sixteen years’ experience delivering tax advice in both practice and industry tax roles.
Mairéad is passionate about providing SMEs and their owners with specialized and proactive tax advice. In 2016 Mairéad set up Taxkey as a tax advisory practice specialising in providing bespoke tax solutions on matters such as retirement planning, business succession, corporate group structuring, inheritance tax, property transactions and VAT.
Mairéad represents CCAB-I on TALC (indirect taxes), which is the main forum for making representations between the Irish Revenue and practitioners on tax administration in Ireland. The CCAB-I is the Consultative Committee of Accountancy Bodies of Ireland and is an umbrella group of the Irish accountancy profession.
Mairéad is passionate about providing SMEs and their owners with specialized and proactive tax advice. In 2016 Mairéad set up Taxkey as a tax advisory practice specialising in providing bespoke tax solutions on matters such as retirement planning, business succession, corporate group structuring, inheritance tax, property transactions and VAT.
Mairéad represents CCAB-I on TALC (indirect taxes), which is the main forum for making representations between the Irish Revenue and practitioners on tax administration in Ireland. The CCAB-I is the Consultative Committee of Accountancy Bodies of Ireland and is an umbrella group of the Irish accountancy profession.