• Employee owned trusts: an alternative route to succession

  • 2021/07/11
  • 再生時間: 24 分
  • ポッドキャスト

Employee owned trusts: an alternative route to succession

  • サマリー

  • In the penultimate episode, Natalie is joined by Paul Joyce, a partner in Mazars’ Mergers and Acquisitions team. They discuss employee-owned trusts as an alternative route to succession. Trusts come in many different structures that can be incredibly flexible and tax-efficient, but ultimately whether they are appropriate or not often depends on specific business objectives. An Employee Owned Trust provides a structure to purchase a controlling interest in a company at market value without any capital gains tax. As well as the obvious tax advantages, it provides a framework resulting in less disruption, greater confidentiality, and more opportunities for the existing employees and family members to acquire ownership and control. 

     

    Guest

    Paul Joyce 

    Mazars Family Business Services

    Exploring Family Business Podcast Episodes

    Family Business Survey 2020

    How understanding your funding options can re-shape your succession plan

     

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あらすじ・解説

In the penultimate episode, Natalie is joined by Paul Joyce, a partner in Mazars’ Mergers and Acquisitions team. They discuss employee-owned trusts as an alternative route to succession. Trusts come in many different structures that can be incredibly flexible and tax-efficient, but ultimately whether they are appropriate or not often depends on specific business objectives. An Employee Owned Trust provides a structure to purchase a controlling interest in a company at market value without any capital gains tax. As well as the obvious tax advantages, it provides a framework resulting in less disruption, greater confidentiality, and more opportunities for the existing employees and family members to acquire ownership and control. 

 

Guest

Paul Joyce 

Mazars Family Business Services

Exploring Family Business Podcast Episodes

Family Business Survey 2020

How understanding your funding options can re-shape your succession plan

 

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