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Practical Issues for Entrepreneurial Family Owned Companies - IBSA Conferen...

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The Landmark London

222 Marylebone Road



United Kingdom

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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 be exploring matters such as what happens to the company in the event of divorce or death 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 expert speakers from family and employment lawyers to intellectual property lawyers and international tax consultants will be examining these issues. We are in the early stages of planning this conference but please see our draft programme below.

This promises to be an exceptional conference with ancillary events for IBSA members and we look forward to seeing you there.

The programme:

9.15 Chairman’s Introduction

Introduction of case study for the day

Roy Saunders (Founder and Chairman of the IBSA)

9.30 How do I protect my company's intellectual property?

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

Jonathan Riley (Memery Crystal) & Chris McLeod (Elkington & Fife)

10.10 How can I incentivise my employees?

Stock option agreements – drag/tag along clauses – good/bad leavers – phantom share schemes – disguised remuneration rules

Bernhard Gilbey (Squire Patton Boggs) & Michael Lewis (Frank Hirth)

11.00 Refreshment Break

11.30 How can I raise additional finance?

Tax effective reliefs such as EIS, SEIS and Entrepreneur’s Relief - private equity vs trade finance vs IPO – building flexibility into corporate structures for efficiency – corporate governance issues – importance of vendor due diligence (VDD) prior to sale

12.10 How can I maximise my after-tax earnings?

IP regimes (patent box) – holding companies – substance requirements – commercial use of double tax treaties

Wim Ritz (Vistra, Luxumbourg) & Matthew Ledvina (Anaford)

12.50 Lunch Break

14.00 Where should I invest surplus cash?

Options – hedging currencies – equity vs bond and other asset allocations

Penny Lovell (Close Brothers) & James Bronte-Stewart (IFX Ltd)

14.40 Where should I be resident if I want to sell up?

Immigration lawyer with tax consultant with citizenship advisor – social/personal issues – risks of being offshore resident

Matteo Rapinesi (Law Partners)

15.20 Refreshment Break

15.50 What happens to my company if I divorce or die?

Pre/post nuptial agreements – shareholder agreements with partners/spouses – use of trusts or insurance to protect – use of redeemable, growth, tracking shares

Lucy Greenwood (International Family Law Group) & Alan Kaufman (Howard Kennedy)

16.20 How can my children inherit the company in the most tax efficient way

IHT planning – Wills and Letters of Wishes – use of Trusts

Nigel Sloam (Nigel Sloam & Co) & Liz Palmer (Howard Kennedy)

17.00 Event Close

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The Landmark London

222 Marylebone Road



United Kingdom

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