Tax & Reorganising the Family Company/Group - 4 Case Studies with Philip Ridgway

Tax & Reorganising the Family Company/Group - 4 Case Studies with Philip Ridgway
18 Sep 2024 - London


18 Sep 2024

10:00 AM ‐ 4:30 PM

With a SmartPlan £486

With a Season Ticket £540

Standard price £720

All prices exclude VAT
Advanced: Requires substantial subject knowledge
5 hours
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This full day in-person course builds on Advanced Tax Aspects of Reorganising the Family Company/Group

Using four case studies, a trading group, a property group, a group with high value intangibles and a group with mixed activities, the course seeks to compare and contrast the differences in taxation and examines how the use of the different types of reorganisation can minimise the amount of tax payable.

The course will examine all the taxes applicable to each of the case studies and how, depending upon the types of assets and businesses carried out, different reorganisations can lead to vastly different results.

The course assumes that delegates will have prior knowledge of s110 reorganisations, reduction of capital demergers and statutory demergers.

What You Will Learn

This course will cover the following:

  • Income tax (or not!)
  • Capital gains tax
    • Schemes of reconstruction
    • Degrouping charges
    • Para 15A schedule 7AC TCGA 1992
    • SSE
  • Intangible fixed assets
    • Degrouping charges
    • The new equivalent to paragraph 15A
    • The new legislation to ‘level the playing field’ with SSE
  • Corporate debt
  • SDLT reliefs
  • Stamp duty reliefs

Feedback on this course

Hear from our past delegates
Cassandra Graham

| Bates Weston LLP

Philip always makes a complicated topic light-hearted and interesting