Member Since: 17th Oct 2012
14th Sep 2021
Hi Tax Dragon. Unfortunately the PLC is likely to be subject to an all cash takeover, so the AEA will be used for this. I am looking for ways of reducing the CGT, as could use grandchild’s AEA if holdover relief available.
The CGT payable is very substantial so I am trying to examine any and every opportunity to reduce/ defer. Other than gifting to spouse, and perhaps this approach I am drawing blanks. Given her age, an EIS type investment would be manifestly unsuitable.
19th Nov 2012
Hi it is very general practice. A mix of owner managed businesses and Personal Tax, and some high net worth individuals.
I'm not necessarily looking for the easiest exam, but the one that will be most useful for the long term CTA goal