Succession Planning 2017

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Course Content:

Succession planning is a key area for all practitioners. Subtle changes to reliefs over the last few years and the bona fide requirement have moved the goalposts. Overview of business succession plans and traps to avoid. Case Study of successful business reorganisation.

  • A refresher on available reliefs
  • Interaction of Retirement & Entrepreneurs Relief
  • Traps in succession plans
  • Family Business Reorganisations

Presenter: Rose Tierney, Tierney Tax Consultancy

Course Details
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    180 Days
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