Market update and Employee Ownership Trust masterclass for professional advisers

Event Title: Market update and Employee Ownership Trust masterclass for professional advisers
Date: 29/04/2022
Event synopsis:

Our second Accentuate by K3 Hub webinar of the year, and sixth in our series, is taking place on Friday 29th April 2022.

Consisting of technical updates from specialists across the K3 Capital Group and a series of masterclasses and practice development sessions, this webinar series is designed not only to provide you with the latest industry developments, but also to equip you with practical tips on building a profitable practice.

Technical and market update

This part of the session will include updates from: - Jeremy Johnson, Director – Tax Disputes, inTAX - Frank Wessely, Managing Director, Restructuring & Insolvency, Quantuma - Frank will tell you more about our new corporate credit rating advisory services powered by Lightbulb Credit, and Jeremy will discuss the latest developments in tax investigations including current HMRC enquiry trends.

Employee Ownership Trust masterclass

The pitfalls for advisers

EOTs are proving to be an attractive option for owners looking to exit their business. Advantageous tax benefits and a fixed selling price are particular incentives to business owners, together with knowing that their legacy is secured into the future. But what are the pitfalls advisers should be aware of?

This masterclass will broadly cover the use of EOTs as a practical and viable exit solution, the realities of implementing an EOT, tax hurdles, debt and who gets paid first and what happens should an onward sale of a business take place.

This one-hour masterclass will be delivered by: - Holly Bedford, Managing Director, K3 Tax Advisory - Paul Hooper, Managing Director, K3 Debt Advisory - Adrian Howells, Director – Corporate Finance, Quantuma

Watch on demand

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