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Type Speaker CPD Hours Level
Webinar
0.5 IntroductionInformation
SRA Competency B

Introduction

This webinar will help you to understand the available CGT relief when selling to an employee ownership trust.

Transferring shares to employee ownership trusts is a potentially tax effective way for an individual to realise value.

This webinar summarises the available relief and considers the circumstances in which it arises.

It is aimed at professional advisers seeking to understand the operation of CGT relief in the context of an employee ownership trust as part of encouraging employee ownership or as a means of securing succession.

What You Will Learn

This short webinar will cover the following:

  • Scope of the available CGT relief
  • Qualifying criteria
  • Claims and deadlines
  • Disqualifying events

This webinar was recorded on 5th May 2022

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

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Employee Ownership Trusts - A Bitesized Introduction to Capital Gains Tax Relief

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