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Business

JH and IM Ward (and related appeals) (TC3248)

A property development company has substantial trading losses at the end of its first accounting period. In the second accounting period, no trading activity took place and the losses were simply carried forward

In 2002, a sole trader transferred his business to a limited liability partnership with a corporate partner. The company’s profit share pays for a small salary to the trader and generates entitlement to state second pension

Consequences for income tax when a new shareholder acquires nil or partly paid shares

DMWSHNZ v CRC, Upper Tribunal (Tax and Chancery Division)

A woman wishes to buy a property in Florida. She and her husband are 50:50 shareholders of a limited company through which she carries on her trading business. The company is cash rich, so the client is considering a joint purchase of the property

The shares of a trading company are owned by three individuals. One of them wishes to leave. The suggestion is that a new company is formed that will purchase the trade of the existing one and then equalise the remaining shareholdings

When to set off trading losses sideways or backwards, and when to carry forward

Each Taxation writer provides a tetrad of analyses of the chancellor’s announcements

A cafe owner wishes to sell his business, which is operated by his limited company. As director, he is still owed £18,000 from monies previously loaned to the company

Holding shares in a trading company by way of a partnership is not a bar to business property relief

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