Tax Planning for Family and Owner-managed Companies : Tax and Financial Planning

This guide is designed to provide an invaluable source of money-saving advice for anyone who advises or runs a family or owner-managed company.

It examines a wide variety of tax planning matters from the viewpoint of the company, its working and non-working shareholders and its employees.

This fully updated new edition contains effective strategies for dealing with particular problems and opportunities for family and owner-managed companies, including: extracting funds; remuneration strategies; benefits and expenses; succession planning and passing on the company; selling and winding up the company; reorganising shares and trading activities (including share buy-backs); dividend strategies; employee share schemes; and pension scheme strategies.

Worked examples illustrate complex points throughout.

Each chapter concludes with useful checklists of planning points referring to the tax position of the different parties.