Blog
Prior to the 2018 budget, if an individual’s shareholding was diluted due to an issue of new shares by the company on the same day that individual disposed of their shares, this could be ignored when considering whether the Entrepreneurs’ Relief (ER) conditions were met.
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Attracting and retaining key employees is an essential part of growing a successful business but this can often prove a challenging area for entrepreneurial companies. Using share based incentives to compliment a larger remuneration package allows the employees to share…
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Have you worked around the world – now retiring with an Overseas Pension fund and wondering how will this be taxed? Working overseas can be an important part of any career, and is increasingly common in a global marketplace, but…
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The Seed Enterprise Investment Scheme (“SEIS”) and Enterprise Investment Scheme (“EIS”) offer attractive investment opportunities for individual investors which in turn allow young entrepreneurial UK companies to raise funding to facilitate growth and expansion plans. Through SEIS and EIS investment…
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Investors’ Relief was introduced in 2016 but due to the requirement for qualifying shares to be held for 3 years, the relief can only be claimed on disposals from the current tax year onwards. For those who have already utilised…
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Offshore funds are now a common investment strategy recommended by most portfolio providers, but some of the taxable income connected to these funds can be hidden from view, which could mean individuals have missed income receipts that should have been…
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Many international Energy companies encourage employees to participate in their company share award arrangements, allowing them to receive shares as part of their remuneration package. This can be financially very attractive, also allowing for savings when the awards include tax…
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The disposal of a business should always be driven by the commercial objectives of the buyer and the seller and tax planning should not distract from this. However, ensuring an exit is implemented in the most tax efficient manner can…
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