Tax Issues for MBOs Course

 Location: London (Central)

This course is intended for those involved in MBO transactions who need to have an understanding of the taxation pitfalls and opportunities that arise.

The course will focus in particular on the taxation treatment of the managers’ shares and the potential charges under the employment related securities legislation.

Course categories:Corporate Banking Courses, Investment Banking / M & A Courses, Tax Courses, Investment Banking / M & A Inhouse, Tax Inhouse

COVERED TOPICS

Tax issues affecting the target business

• Acquisition of trade and assets or shares in target
• Possible tax charges if target company acquired
• Preserving trading losses

Taxation of Venture Capitalist/ Private EquityFunding

• Tax treatment of debt and equity
• Problems with “stranded interest” and transfer pricing
• Taxation of share buy-backs
• Taxation of share sale

The tax treatment of managers’ shares

• Interest on money borrowed to buy shares
• Capital gains treatment on eventual sale
• Availability of relief under Enterprise Investment Scheme
• Potential income tax charges under employment related securities legislation
• Complying with the “safe harbour” conditions in the memorandum of understanding between BVCA and Inland Revenue
• Structuring ratchets to avoid income tax charges on the manager shares

Using EMI options to recruit, retain and incentivise key staff

• Qualifying companies
• Conditions to be satisfied by employees
• Exercise conditions, forfeiture, restrictions
• Disqualifying events

REGISTRATION & PRICING INFORMATION

Contact us if you are looking to book multiple participants as we offer discounts as follows:

• 1-2 participants - full price
• 3-4 participants - 15% discount
• 5-6 participants - 20% discount
• 7-8 participants - 25% discount
• Over 9 participants - 30% discount

For more information or to be contacted by the event provider please fill this form:

Registration price

300.00

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Price: 300.00 GBP
Location: London (Central)
Event date: 08.11.2012 - 08.11.2012
Event duration: 3h30
Event time: 09.30 h - 13.00 h

ADDITIONAL DATES

CONTACT US

Email: info@financialveritas.com

Phone: +44 208 133 5917