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Tax Aspects of Corporate Reconstructions - M&A’s, Demergers & More

Length
6 hours
Next course start
11 June, 2025 See details
Course delivery
Classroom
Length
6 hours
Next course start
11 June, 2025 See details
Course delivery
Classroom

Course description

The taxation of corporate transactions is complex but, if properly understood, can ensure that transactions are not encumbered by unwarranted tax liabilities. This in-person comprehensive guide will take you through the tax rules for company reorganisations, mergers and demergers and other forms of corporate and group reconstructions and demonstrate how they work in practical situations.


Presented by leading trainer Pete Miller, the topics discussed will include reorganisations of share capital, bonus and rights issues, share-for-share and share-for-debenture exchanges, qualifying and non-qualifying corporate bonds, management buy-outs, schemes of reconstruction, degrouping rules, demerger mechanisms (liquidations, exempt distributions, and reductions of capital), and other aspects such as SDLT issues and HMRC clearances.

Upcoming start dates

1 start date available

11 June, 2025

  • Classroom
  • London
  • English

Outcome / Qualification etc.

Following all MBL courses, a certificate of attendance will be provided for those who are required to evidence their CPD activity to a professional body.

Training Course Content

Introduction

The taxation of corporate transactions is complex but, if properly understood, can ensure that commercial transactions are not encumbered by unwarranted tax liabilities.

Join Pete Miller of Jerroms Miller Specialist Tax, for this in-person full-day course will take you through the tax rules for company reorganisations, mergers and demergers and other forms of corporate and group reconstructions and demonstrate how they work in practical situations.

What You Will Learn

This course will cover the following:

  • Reorganisations
    • What is a reorganisation of share capital?
    • Bonus issues and rights issues
    • Reductions of capital
  • Share exchanges
    • Share-for-share exchanges
    • Share-for-debenture exchanges
    • Qualifying corporate bonds and non-qualifying corporate bonds
    • Management buy-outs demystified
    • Interactions with other taxes
  • Schemes of reconstruction
    • Brief history
    • Definitions of reconstructions
  • Degrouping rules
    • Brief history
    • How the rules work
    • Interaction with share exchanges
    • Interaction with schemes of reconstruction
  • Demergers
    • What is a demerger?
    • Mechanisms
      • Liquidations
      • Exempt distributions
      • Reductions of capital
  • Other aspects
    • Stamp duty issues
    • Stamp duty land tax issues
    • HMRC clearances

Expenses

From £513

MBL Seminars Limited

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