2024年9月24日
Preparing for a buy in selling illiquid investments
作者:
- Duncan Watson,
- Marina Besignano,
- James Hill,
- David Barnett,
- Barnett Waddingham
In the latest of our quarterly webinars, we looked at selling illiquid investments in preparation for a buy-in, including:
- David Barnett (partner and senior investment consultant at Barnett Waddingham) discussing the key considerations leading to the decision to sell an illiquid investment.
- Points to consider when appointing a broker to negotiate the sale of an illiquid investment.
- Key tax considerations.
- The process of negotiating the sale of an illiquid investment, such as the documents involved and material points for trustees to be aware of.
