Please feel free to download the full presentation slides here.
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The IBSA has been very proud of the quality of speakers and topics at its annual event, the November conference. This year it will be held again at the Landmark hotel, London. The theme of the conference is Practical Issues for Entrepreneurial Family Owned Companies, where we will review a typical case study based loosely on the renowned Polycon Lens Company’s transformation into the Eyemax Group.
The speakers will use the case study to explore matters such as what happens to the company in the event of divorce of the entrepreneur, protecting the company from competition, developing international holding and intellectual property companies, corporate finance and relevant international tax issues, and how the family can inherit the company in the most tax efficient manner.
Our speakers are all IBSA members and are experts in the fields of family and employment law, intellectual property and international tax law. Please feel free to download a copy of the full conference programme.
The conference fee is £750 plus VAT reduced to £450 plus VAT for IBSA members. For those IBSA members only, we are also holding our third Annual Members’ dinner the night before on 15th November at the world famous Langan's Brasserie in their Hall of Fame – the cost of this as in previous years is £100 per member.
And this year, we are planning a golf day on the following day, 17th November – details to follow but please register your interest with Lucie at the IBSA team.
The day's sessions will provide you with the following learning outcomes:
Session 1: Intellectual property - to understand how the company’s IP can be protected via registration and other strategies, the key legal principles and the most effective way of managing and exploiting IP without infringing third parties
Session 2: Incentivising employees - to discover the most efficient and effective incentive schemes and how to fairly optimise value per individual
Session 3: Maximising earnings - to learn how different types of business structures can minimise tax and maximise investment across and within different jurisdictions
Session 4: Challenges to your corporate structure - to understand the latest global developments involving the Multilateral Instrument and general anti-avoidance measures and how this impacts the choice of business structure
Session 5: Finance - to find out which factors should be considered when financing the growth of the company
Session 6: Residency - to discuss the most tax efficient countries where an entrepreneur may become resident to minimise tax on exit strategies
Session 7: Divorce - to understand how to set up practical, preventative measures that protect a company in the event of divorce
Session 8: Inheriting a company - to take away from this session how to protect shareholder value on succession through Wills, Trusts and other planning strategies.
This promises to be an exceptional conference with ancillary events for IBSA members and we look forward to seeing you there.
This conference is kindly sponsered by:
This conference has been approved with full conformity for 6 hours' accreditation under the CPD guidelines.
Introduction of case study for the day.
What can be protected and how - registration of patents and trademarks – passing off, copyright, design rights, image rights and confidential information – risk management – avoiding infringing rights of others – cost-benefit analysis
Stock option agreements – drag/tag along clauses – good/bad leavers – phantom share schemes – disguised remuneration rules
IP regimes (patent box) - holding companies - substance requirements - commercial use of double tax treaties
Substance of corporate entities - double tax treaty access and denial - cross border treaty disputes - what to do when challenged by Revenue authorities - competent authorities and mutual agreement procedures
Funding for growth such as bank financing, private equity funding or IPO; foreign exchange issues such as use of forward contracts for hedging, and use of cryptocurrencies such as bitcoin as alternative currency transactions; what to do with surplus cash in today’s market to ensure liquidity and availability of ‘Lombard’ loans
Immigration lawyer with tax consultant with citizenship advisor – social/personal issues – risks of being offshore resident
Pre/post nuptial agreements- shareholder agreements with partners/spouses - use of trusts
IHT planning – Wills and Letters of Wishes – use of Trusts
With thanks to Westleton Drake for hosting the networking drinks.
The Landmark London
222 Marylebone Road
London
NW1 6JQ
United Kingdom
Telephone: +44 (0) 20 7631 8000