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Northern Society of Chartered Accountants

At the heart of northern business since 1882

Tax planning for the family company

Date: 14 June 2018 13:30 to 17:00

Type: Course, Tax

Organiser: Cumberland

The aim of the course is not just to remind people of the current rules governing the taxation of Family Companies but also the traps. It is also to make sure that they are aware of how all the new developments in tax etc. fit into the advice given daily to clients.

Changes on IR35, the new rules on disguised remuneration impact this sector as do the restrictions on dividends making traditional advice more complex
This course looks at the life of the average family business from set up to sale from a taxation point of view.


• Incorporation
o Should we incorporate?
o Capital gains implications, including the transfer of intangibles (not goodwill?)
• Share structure – husband and wife companies, dividend waivers, nursery/school/university fees
• Financing the company
o Sources of finance available, including taking advantage of Seed EIS
• Close company provisions, in particular the rules for loans to participators and the interaction with the disguised remuneration rules
• Tax efficient extraction of funds from the company
• Capital tax planning and the new pension freedoms
o Transferring the family company – CGT and IHT issues
o Selling the family company
o Liquidations and tax efficient striking off of the company, especially cash rich companies, transactions in securities and all the new anti-avoidance

The course will include a number of case studies to illustrate the relevant points.

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Rheged Centre

CA11 0DQ

Tel No: 01768 868000


Bob Trunchion

Bob Trunchion

As head of tax training at Macintyre Hudson Advisory Services and a consultant for MHA Macintyre Hudson (as a Tax Partner), Bob is ideally placed to bring his expertise to delegates seeking greater understanding of issues such as capital tax planning, the tax implications of buying and selling companies, and trusts and share valuation work. Bob acquired an MSc in Management Science at Imperial before qualifying as a chartered accountant with Coopers and Lybrand – now PwC. Since joining MHA Macintyre Hudson, he has become a recognised authority on the ever-changing tax landscape; with national media keen to solicit his opinion on inheritance tax and other tax related matters.

How to book

The easiest way to book is online by clicking the button to Book Online at icaew.com – you will be able to log into your account at icaew.com and pay with your debit or credit card.

You can also telephone the ICAEW central events booking team on 01908 248159 and pay over the phone.

Alternatively you can download a booking form or book by email.