Tax webinar series (recording) - enterprise investment scheme (EIS) and employee ownership trusts (EOTs) - PKF Francis Clark
skip to Main Content
Office closures - Our teams have worked exceptionally hard during the pandemic, so we are giving everyone an extra day’s holiday as a thank you. On Friday 23 July our offices will be closed and we will be offline.

Tax webinar series (recording) – enterprise investment scheme (EIS) and employee ownership trusts (EOTs)

Today (Monday 18 October) saw the first in our series of four tax webinars this week.

First up were Kate Culley, enterprise investment scheme specialist, and Martin Brown, share scheme specialist both in conversation with Corporate Tax Partner, Stuart Rogers.

Kate looked at common misunderstandings around the EIS scheme, the importance of a solid business plan and getting the process right.

Martin looked at the differences between management buy-outs and employee ownership trusts and the options open to business owners thinking about exit. EOTs have their advantages, but will not be right for every business – something some advisors seem to be overlooking.

To book onto the other sessions in the series follow this link: https://www.bigmarker.com/pkf-francis-clark/Tax-webinar-series

You can book onto one, two or all three remaining webinars.

Tuesday 19 October

International tax: common risk areas for SMEs – as more and more of our clients are trading overseas ther are a number of areas that need consideration.

International trade: supply chain issues and pitfalls – importing and exporting goods is a minefield, and one which more businesses have had to engage with since Brexit, what are the most common mistakes that businesses make?

Wednesday 20 October

Investigations: latest trends – nudge letters: latest campaigns, penalties, schedule 36 notices and triggers for HMRC discovery investigations.

Research & development tax relief: changes, risks and housekeeping – what you and your client need to be aware of, even if you are not carrying out the claim yourself.

Thursday 21 October

Property issues – key stamp duty land tax opportunities, inheritance tax planning for property owners and family investment companies and capital allowances: how super is the 130% deduction?

Company reconstruction: top tips to achieve a tax efficient demerger – breaking up a can be hard to do, some practical hints and tips.

FEATURING: Stuart Rogers
Stuart is a corporate tax partner who specialises in advising fast growing and complex corporate entities, heading up the innovation and technology tax services group… read more
FEATURING: Martin Brown
Martin is a chartered tax adviser who for the last 15 years has specialised in the tax aspects of long term reward and management share planning. He… read more
FEATURING: Kate Culley
Kate is a highly experienced tax senior manager specialising in shares tax – from transactions, structuring and business asset disposal relief to EMI and EIS.… read more
Back To Top