If you own a Limited Company and wish to transfer equity, Green & Co can advise you on the most tax-efficient way to implement your share changes.
Share transfers can be very complex and can result in tax charges, such as capital gains tax (CGT) and stamp duty. We provide guidance on:
Cost-effective corporate structures
Our tax specialists will advise you on the best share transfers to obtain the most cost-effective corporate structure.
Share transfer forms
We will assist you in completing the share transfer form, ensuring that there are no share transfer restrictions by checking the Articles of Association and any Share Agreements.
We will advise you on whether stamp duty is payable to HMRC, and exactly how much.
We will ensure that the transfer is documented in the company’s register and declared on the company confirmation statement.
Why would a share transfer take place?
- When a shareholder is retiring or leaving the company.
- When buying into a company, whether as a new director or solely as an investor in the company.
- When gifting shares to a spouse or family member.
- On the loss of an existing shareholder.
Please contact us to discuss how we can help you with your share transfers.