Tottel’s Tax Planning for Family and Owner-Managed Companies

An invaluable source of money–saving advice for anyone who advises or runs a family or owner–managed company.

  • Tottel’ Tax Planning for Family and Owner-Managed Companies

Price: Price on application.

Tax Planning for Family and Owner–Managed Companies examines a wide variety of tax planning matters from the viewpoint of the company, its working and non–working shareholders and its employees.

This regularly updated online service contains effective strategies for dealing with particular problems and opportunities for family and owner-managed companies and includes worked examples illustrate complex points throughout. Each chapter concludes with useful checklists of planning points referring to the tax position of the different parties.

Contents:

  • Preface
  • Table of Cases
  • Table of Statutes
  • Table of Statutory Instruments
  • Topic Index
  • The Family and Owner-Managed Company and Tax Planning
  • Strategies for Extracting Funds from the Company
  • Shareholding and Corporate Structures
  • Trading Company versus Investment Company Computations under CTSA
  • Remuneration Strategies
  • Personal Service Companies
  • Benefits and Expenses
  • Employee Share Schemes and Plans
  • Dividend Strategies and the Non-Corporate Distribution Rate
  • Pension Scheme Strategies
  • Financing the Company (Including Investing under the Enterprise Investment Scheme)
  • Expanding the Company's Activities and Structuring Business Acquisitions
  • Reorganising Shares and Trading Activities (Including Share Buy-backs)
  • Valuing a Family or Owner-Managed Company
  • Selling the Owner-Managed Business or Company
  • Winding-Up the Family or Owner-Managed Company
  • Succession Planning and Passing on the Family or Owner-Managed Company

Author:

  • Peter Rayney, BDO Stoy Hayward LLP

ISBN:

  • 978-1-84592-272-6

The package contains the following elements

  • Tax Planning for Family and Owner-Managed Companies Online