Tax & The Owner Manager - Profit Extraction Options from Start-up to Retirement

Introduction

This webinar will review the options available to the owner manager client for tax efficient extraction of profits from a business during its life, and then on cessation and thereafter whether by sale of the business or on succession.

Our expert speaker will consider the main methods of profit extraction and will provide you with a framework within which to analyse the options available to clients when starting a new business, during its life, and then on sale or succession to the next generation.

What You Will Learn

This webinar will cover the following:

• Income Tax and NIC Planning
• Review of the current options available
• Risks and opportunities likely to arise
• Consideration of HMRC attitudes to tax planning strategies
• Capital Gains Tax Planning
• Preparing for a sale
• Maximising Business Asset Disposal Relief
• Using Hold-Over Relief
• Using Roll-Over Relief
• Inheritance Tax Planning
• Review of the main occasions of charge
• Optimising the main reliefs
• The new regime post Budget/Finance Act 2024
• Tax effective investment after sale
• Other Issues
• Cessation and succession planning
• Possible uses of trusts in planning strategies

This pre-recorded webinar will be available to view from Friday 23rd May 2025

Alternatively, you can gain access to this webinar and 1,700+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.