Tax Issues in MBO's

Redcliffe’s tax issues in MBO masterclass sessions are delivered by the Director of a consultancy company specialising in taxation, share scheme advice, reward and lecturing. He has developed a specialised share scheme service for small companies and advises FTSE companies on communication. The lecturing covers most aspects of Direct Taxation but his particular interests include employment taxation and transfer pricing, which poses unusual conceptual challenges. Previous to this he worked for Henderson for nearly 9 years, leading the Share Schemes team for part of this time.

He took the level 7 CIPD Masters qualification whilst at Henderson. Before this, he was with Australian Mutual Provident (AMP) and helped set up one of the first Share Incentive Plans (SIP) for large companies in 2001. It was so unusual at the time that the Revenue phoned the trainer to find out how they could encourage more large companies to adopt SIP.

This trainer started his career in taxation and for the following 16 years worked in three of the “Big Four” accountancy firms. He became a Senior Manager with Deloitte & Touche, having worked on issues such as profit-related pay, share schemes, expatriate tax, tax investigations, reward management, US taxation, transfer pricing and corporate tax.

Away from work, he likes cricket, history, skiing, tennis and gardening. He gives lectures on history which helps keep his presentation skills fresh.

• This tax issues in MBO masterclass is for participants to understand the tax and other fundamental issues which arise as a result of a management buyout.
• We will start by looking at the potential alternatives to MBOs and their tax consequences.
• It then looks at MBOs in detail and the tax consequences for buyers and sellers as well as the management opportunities.
• This course finishes by looking at the potential equity incentives that would be available to offer to management to keep them aligned with the business.

This tax issues in MBO masterclass looks at management buyouts from the perspectives of all sides including vendors, purchasers, management and other stakeholders. Too often MBO tax issue training courses look at this area from only one aspect. This course works from the assumption that a challenge for one side is likely to become a challenge for other stakeholders.

Tax issues in MBO workshop is a ‘must know’ for:

• Tax and legal professionals undertaking MBO-type advisory work, including those working in M&A, private client, and share scheme roles.

This training is also a ‘nice to know’ for:

• Any tax professional working in compliance who wishes to progress their careers into advisory or planning work.

Redcliffe Training's tax issues in MBO workshop look at management buyouts from a holistic perspective, taking into account the interests of all stakeholders. It looks at the transaction from the point of view of corporate and employment tax aspects and takes into account the due diligence requirements of both the vendor and the buyer. It also looks at remuneration planning for the management.