Advising family businesses

Speakers Include:

Jane Quirke, Grant Thornton

Part 1 – Funding

Corporate Finance 2020: Setting the Scene

• Sources and types of finance available in Ireland
• Project appraisal, feasibility assessments and financial modelling

Strategic Banking Corporation

• Alternative finance options available for SMEs

EII

• Recap on recent changes including Finance Bill 2019
• Overview of family businesses suitable for EII or SCI
• Certification process
• GBER regulations
• Administration issues

Part 2 – Advising Family Businesses

Structuring for exit/sucession

• Considerations for a family businesses preparing for sucession, third party sale or MBO
• Case studies on Retirement Relief and Entrepreneur Relief including the interaction with CAT and stamp duty reliefs
• Identification of risk areas and common pitfalls when advising family businesses preparing for exit or succession including

• Company reorganisations
• Use of holding company
• Anti-avoidance provisions
• Recent Finance Act changes and amendments proposed in Finance Bill 2020

Protecting the family businesses

• Marriage breakdown and division of assets
• Providing for second and third families

Part 3 – Employment Tax Issues

• The PAYE and PRSI considerations arising for family employments and directors
• Recap on the rules regarding travel and subsistence payments
• Roundup of the common employment tax issues arising for close companies
• Tax incentives for attracting and retaining talent

In partnership with The Irish Taxation Institute

Please click here to book directly with ITI

 This course is also available online