Course description
Transferring shares to employee ownership trusts makes capital gains tax (CGT) relief available to you, creating a potentially tax effective way for an individual to realise value. If you, or your client, is seeking to do this, it is important for you to know when this option is available and how it works.
Karen Speight presents this comprehensive and informative webinar which summarises the available relief and considers the circumstances in which it arises. Such insight will prove useful to professional advisers interested in the operation of CGT relief in the context of an employee ownership trust, as part of encouraging employee ownership or as a means of securing succession.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
This webinar will help you to understand the available CGT relief when selling to an employee ownership trust.
Transferring shares to employee ownership trusts is a potentially tax effective way for an individual to realise value.
This webinar summarises the available relief and considers the circumstances in which it arises.
It is aimed at professional advisers seeking to understand the operation of CGT relief in the context of an employee ownership trust as part of encouraging employee ownership or as a means of securing succession.
What You Will Learn
This short webinar will cover the following:
- Scope of the available CGT relief
- Qualifying criteria
- Claims and deadlines
- Disqualifying events
Expenses
MBL Seminars Limited
MBL is a leading learning and development provider for professional service firms. Over the past 18 years, more than 198,000 people across 23,000 different organisations spanning 81 countries, have chosen us to deliver their training. With over 800 expert speakers...