You’ve decided to retire and sell your shares in the family company, but neither the family nor the company can afford to buy you out all at once. Yet if you sell in stages you’ll pay more tax. How
can you sell and keep your tax bill down?
Published 17.05.2011
Where you sell your shares back to your company you can ask the Taxman to apply the Capital Gains Tax rates instead of the less generous ones for income tax. This can save you a bundle in tax, but if
he refuses is it all bad news?
Published 22.06.2010
A company has the power to buy back its own shares from its shareholders, allowing you to cash in on your investment tax efficiently. A recent case has brought a new twist to this classic. How could
you take advantage of this?
Published 21.06.2007
A company has the power to buy-back its own shares from its shareholders. In certain circumstances this facility can be used to save tax. How could this work for you?
Published 10.02.2005
You’re parting ways with your family company and leaving it to the next generation. The plan is for your company to buy your shares and for tax reasons ask HMRC to treat it as a capital transaction.
But might there be a better option?
Published 26.06.2017
An important tool in the tax planner’s armoury is being able to pay out accumulated company profits as capital rather than income. This can save shareholders thousands, but the Taxman is aiming to
spoil the party. What’s the full story?
Published 04.05.2011
After a difference of opinion on the future of your company your co-director has agreed to sell her shares to you. You’ve arrived at a fair price, but the trouble is you now have to find the cash.
What’s the most tax-efficient way to do this?
Published 21.06.2013
You’re retiring soon and your fellow shareholders want to buy you out. The trouble is they don’t have the cash and paying you in dribs and drabs will cost you extra tax. How can you get your money
out tax efficiently?
Published 27.11.2013
You’re planning to exit your company (it will buy your shares) and start out on your own. The normal strategy is to ask HMRC to treat this transaction as liable to capital gains tax (CGT), but might
there be a cheaper option?
Published 22.05.2019
HMRC has issued new guidance to companies where they purchase their own shares. It includes useful tax-saving advice for married couples who both own shares in the same company. What’s the full
story?
Published 09.09.2014