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Region Event

Private and Family business structures and taxes, a case study and look ahead.

17 Sep 2020
Online, Online
We will explore a senior shareholder retiring from a group of privately owned businesses, with some of the common issues and taxes which shape key decisions.  This is pitched at business owner level for those currently considering how to structure their own exit or the exit of a co shareholder/ family member, or who may be working towards that in the near term. 

It will also consider how some of the key taxes might evolve in the near future.  The format will be a discussion amongst key tax and corporate partners at Turcan Connell who have a wealth of experience in this specialised area and there will be an opportunity for you to put your questions to the presenting team.   

Key details

Date & time: 17 Sep 2020 11:30 - 12:30
Location: Online, Online
CPD Hours:

Prices from

0.00 GBP + VAT - Member Price
0.00 GBP + VAT - Non-Member Price

Event manager:
Ms Patricia Huth
Contact phone:
01315575488
Contact email:
Patricia.Huth@iod.com
Finally we’d like to thank Turcan Connell for their kind sponsorship of the Family Business Sector Award at our forthcoming IoD Scotland Director of the Year Awards. The winners will be announced at our virtual event on 8 September – please join us for this fantastic evening to celebrate great leadership.

https://www.iod.com/events-community/regions/scotland/director-of-the-year-awards

This is an online event. To attend, book below. We will provide a joining link before the event.

Now more than ever, IoD Scotland is committed to providing access to high level events and speakers so where we can, our events will remain free for Members to attend. To secure your place, we instead ask that you may consider making a donation to our 2020 Charity Partner, Epilepsy Scotland here. Thank you.
 

Speakers

Mike Kane

Mike heads our business law team which provides a broad range of commercial, transaction and banking/funding services. Mike also leads the Turcan Connell Family Business Team, a large interdisciplinary team within Turcan Connell providing legal, and tax solutions to family and privately owned businesses and their owners. Mike is a key member of our renewable energy team and provides advice in this industry on the structuring of joint ventures, the sale and purchase of operational or consented sites and the funding of projects.

Mike was, for a number of years, part-time Finance Director of his family's care home group. This brings an additional element of commercialism to the advice he and his team provide. Mike and his team are fully committed to delivering the highest levels of service in an effective and cost efficient way.

Chris Sheldon

Chris specialises in tax and estate planning advice for individuals and families, based in the UK and internationally. He advises on wills, powers of attorney, asset protection and tax planning. He has a particular interest in tax and legal structuring advice for entrepreneurs and family business owners. Chris has extensive experience in managing trusts, family and property investment companies and in handling executries. He also advises charity trustees and chief executives on all aspects of charity law including legal structures, governance, risk, regulatory compliance, and constitutional modernisation.

Chris trained at Turcan Connell after reading psychology and then law at Aberdeen University. He has served on the Governing Court of Aberdeen University, the WS Society’s educational charity John Watson's Trust and as a director of Families Outside. He is currently appointed to ABF The Soldiers’ Charity Scottish Grants Committee, the finance committee of Scotland’s Churches Trust, a trustee of The Thistle Trust, and is a Council Member of the Edinburgh Chamber of Commerce.

He is a regular speaker at private client conferences on trust, tax and succession law matters. Chris is a member of STEP and of the Chartered Management Institute. He holds the Investment Management Certificate from CFA UK Society and is a former holder of the President's Prize of the Society of Trust and Estate Practitioners (STEP).

Chris is our Client Relations Partner.

Kenny MacDonald

Kenny is responsible for the development of Turcan Connell’s Tax Services team and provides tax advice in all areas of the private client spectrum. Specialising in private client compliance and advice, he acts predominantly for high-net-worth and UHNW clients, including entrepreneurs and owner managed businesses. 

Kenny has specific expertise in tax matters relating to international tax (including the statutory residence test and non doms) and private company share transactions (including entrepreneurs' relief, transactions in securities and tax clearances).

Kenny has over 26 years' private client tax experience. He joined Turcan Connell in August 2016, having previously worked with a big 4 accountancy firm where he dealt with a varied portfolio of high-net-worth clients, entrepreneurs’, nom-domiciled individuals and owner managed businesses. Prior to that, Kenny worked for other leading accountancy firms and gained his CTA qualification.

Sponsors

Pricing

Prices from

0.00 GBP + VAT - Member Price
0.00 GBP + VAT - Non-Member Price


Booking


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Location
  • Online
  • Online
  • Online
  • M3 3AQ


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