Business Succession - Company Shareholders

07 September 2026

Taxation of policy proceeds - cover on shareholding directors
Taxation of the sum assured - personal and corporate policies

07 September 2026

Transfer of benefits to the employee during their lifetime - cover on non-shareholding employees
Tax treatment on assignment of the policy or payment of the proceeds to the employee

08 July 2026

Arranging for share purchase on the death or serious illness of owners of private limited companies - an outline
How to ensure that shares pass to the continuing shareholders and the family receives reasonable compensation

10 April 2026

Succession in family companies
Inheritance tax and capital gains tax considerations around succession in family companies