2020 Succession planning for owner managers

£70.00 (Exc. VAT)

Presented by Russell Cockburn. Expected CPD Points/Hours: 2

Please note that due to the UK Government's Social Distancing Measures in place at the time of filming, this course had to be filmed by the presenter in his own home.  As such, please accept our apologies for any variations in the usual quality.

Course Description: This session will examine the tax implications of passing on a business, whether corporate or not, to the next generation in the family. The session looks at the available reliefs for both capital gains tax and inheritance tax and considers the potential planning opportunities and pitfalls that may arise when transferring business shares and/or assets.

About the Presenter: Russell Cockburn B.Sc.(Hons) FFTA, is an independent taxation consultant, author and lecturer.  After a post graduation career in manufacturing industry as a production manager Russell trained as an Inspector of Taxes gaining a range of tax experience in HMRC.

He joined the accountancy profession in 1987 as a corporate tax manager for a medium sized firm of chartered accountants going on to head up the business tax department for a smaller firm before establishing his own taxation and training consultancy practice in 1989, with personal and business tax clients all over the UK.  He represents individuals, firms and companies before the Tax Tribunals, and is also Tax Partner/ for Lamont Pridmore Chartered Accountants

Russell also writes on tax matters for a number of well-known publications and is regular Corporation Tax correspondent for the Institute of Chartered Secretaries monthly magazine.  His first book, in 2002, was The ICSA 2003/2004 Tax Guide, followed by “Small Business Tax Planning – Everything You Need to know from Start-up to Retirement” in 2010.  He also edits and sub-edits tax digests and other tax books on a regular basis.