1
Type Speaker CPD Hours Level
Webinar
0.5 IntroductionInformation
SRA Competency B

Introduction

Transferring shares to Employee Ownership Trusts is a potentially tax effective way for an individual to realise value.

Taking into account the recent proposed changes, this short webinar summarises the available capital gains tax relief and considers the circumstances in which it arises.

It is aimed at any professional adviser or shareholder who is seeking to understand the operation of capital gains tax 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 webinar will cover the following:

  • Scope of the available Capital Gains Tax Relief
  • Qualifying criteria
  • Claims and deadlines
  • Disqualifying events

This webinar was recorded on 18th December 2024

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 - An Introduction to CGT Relief in 30 Minutes

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