Business Protection Case Study: shareholder protection and keyperson
A presentation by Paul Duckworth, a Fellow of the PFS and a former chartered champion for the PFS within the Yorkshire Region.
Learning objectives
By the end of the presentation, you will be able to describe:
- the business and personal needs of the director/shareholders of the private limited company and the company itself (ie. Business succession and business continuation)
- how arrangements can be set up on a tax-efficient and flexible way to meet such needs
- the tax implications of business succession and business continuation arrangements
- the key legal documents needed for a successful business succession arrangement
Speaker's biography
Paul Duckworth FPFS is a well respected trainer in the Financial Services field and has a presence with the PFS at a National Level. Paul is a Fellow of the PFS and a former chartered champion for the PFS within the Yorkshire Region, he has 35 years experience in this area.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.