SIFA Professional: Company Purchase and Employee Ownership Trust Planning Webinar

Join us for Royal London’s insightful webinar on Company Purchase and Employee Ownership Trust Planning. This session is designed to provide practical guidance on how to effectively plan for company purchases and protection opportunities for employee ownership trusts.

Learning objectives: By the end of this session, delegates will be able to:

• Bring into clear focus, via a case study, the methods of setting up Shareholder Protection, namely Own Life in Trust and Company Share Buyback.
• Consider the tax benefits that Company Owners can achieve through selling shares to an Employee Ownership Trust.
• Understand the pension and protection planning opportunities following Employee Ownership Trust transactions

Speaker : David Dawson, Corporate Sales Consultant Protection, Royal London