Speaker: Simon Birkett or Giles Mooney
Timing
This course will take place from 13.45 - 16.45.
Objectives
The tax-efficient extraction of profit from the family company has become more and more important as tax rates have risen. This course will explore the current best techniques to ensure that you know the most tax efficient routes.
Course Programme
- Incorporation: is it the best option for your client?
- Would a sole trader or partnership status be preferable?
- Revenue extraction: bonus vs. dividend vs. salary vs. pension
- Timing of payments
- Dividend waivers
- Payments to family members
- s660A
- Capital extraction
- Update on definition of a business asset
- Retirement planning
- New pension rules
Who should attend?
This course is aimed at all fee earners dealing with family companies and who wish to be fully aware of the latest tax efficient routes of extracting profit.
Register Online