Tax Planning on Transitioning a Company to the Next Generation 2025 (Jun 25)
Category: Tax | Duration: 1hr | Tag: VODIRE2533 | Type: Video | Course Level: Intermediate | Speaker: John Murphy | Date: 03/06/2025 11:30
Course Details
This course focuses on succession planning opportunities/plans that are used on transition of a business to the next generation and the tax implications of each as well as planning where there are disagreements between shareholders.
In this course John Murphy covers the following topics;
- A review of the reliefs available to the parties and what to watch.
- Share buybacks- the conditions for CGT treatment
- The taxes for the recipient – CAT business relief a quick review
- A review of Growth shares and family partnerships.
- Incorporation
CPD Course Speaker
OmniPro Tax and Legal
John Murphy
As a Director of OmniPro Tax and Legal Limited, John relishes problem-solving to help accountants develop innovative client solutions and sharing his technical knowledge on tax, company law, financial reporting and auditing.
A Chartered Tax Adviser, he advises clients in practice on a range of issues from income tax, tax planning, restructuring to exit planning as well as advising on company law in relation to these and many other matters. In addition, he provides support on financial reporting, auditing and company law; conducts company valuations and advises on pre-sale restructuring. He is also an insolvency practitioner who acts as liquidator in members voluntary liquidations and is a Registered Auditor.
A Chartered Tax Adviser, he advises clients in practice on a range of issues from income tax, tax planning, restructuring to exit planning as well as advising on company law in relation to these and many other matters. In addition, he provides support on financial reporting, auditing and company law; conducts company valuations and advises on pre-sale restructuring. He is also an insolvency practitioner who acts as liquidator in members voluntary liquidations and is a Registered Auditor.