Tax Consequences of Business Funding – Practical Tips and Tricks

Overview
From sole traders to companies (and maybe trusts for a little while longer), there are many different operating structures available to businesses today. However, the way these structures work and how they are funded may differ in important ways. Join us in this session to talk through practical business level finance injection, ongoing finance and profit extract methodologies that you should know as an advisor.
In this session we will cover the following from a legal, tax and commercial standpoint.
- Debt vs equity deep dive
- Tax deductibility of interest – the basics
- Entity types and funding options
- Specific considerations for companies and more complex structures
- Use of financing instruments for profit extraction
Learning Outcomes:
By the end of this session attendees should understand:
- How to determine if something is debt or equity for tax purposes & where interest may be deductible
- The different funding instruments available by entity type
- How to use funding/ instruments in more complex situations such as non-related parties
- How funding may help with profit extraction
Suited to:
All industry professionals
This On Demand recording Includes:
- Recording of the Live Webinar, which can be viewed multiple times, for as long as required
- Presenters contact details for follow up questions
- CPD Quiz
- CPD Certificate
- CPD Report – Logged automatically
- PowerPoint Presentation
- Verbatim Transcript, with Searchability
- Supporting Documentation
Course syllabus
3 lessons
- Video – Tax Consequences of Business Funding – Practical Tips and TricksVideo
- Feedback Survey QuestionsSurvey
- Knowledge QuizTest
Your presenter
Matt HardyMRTG Consulting
is the Founder Director of MRTG Taxes and specialises in helping small to medium businesses achieve their business goals. He has 25 years’ worth of experience across small, medium and large corporates and has worked in Big4, Corporate and mid-tier firms. Before starting MRTG Taxes, Matt was GE’s head of international tax for the Wind business.