Course Details

If you work for owner managed limited companies many business owners are considering retirement and seeking advice of how to exit from their business. This has been driven by speculation of increased tax rates looming within the November 2025 budget, increased disclosure being implemented for company accounts and the tax gap being significantly reduced between incorporated and unincorporated trading structures. 


This is an area that can be challenging for small practitioners therefore this course aims to give a general overview of the options you should be considering for your client balancing both personal and company taxation.


In this course Phillip Dolman covers the following topics:

  • Share sale
  • Trade and asset transfer
  • Options of how to extract cash and assets if no active market for sale of the business
  • Companies house striking off where capital treatment applies
  • Liquidation focusing on personal tax of shareholders

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CPD Course Speaker

Dolman Chartered Accountants

Phillip Dolman

Phillip runs a medium sized accountancy practice on the outskirts of Bristol, providing accounting, taxation compliance and planning services to individuals and owner managed businesses. Phillip enjoys using his wealth of technical experience to help clients with a range of taxation solutions in respect of business succession, tax mitigation, restructuring or providing capital tax planning for high-net-worth individuals. Actively running his own busy practice, he understands the practical challenges of tax legislation and focuses his courses towards those in small or medium sized practice. Phillip has extensive experience writing and presenting taxation courses for students preparing for their professional exams. In his spare time, he enjoys running, open water swimming, walking and spending time with his daughters.