2024年9月24日

Preparing for a buy in selling illiquid investments

分享



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.

相关服务及行业

及时掌握我们的最新见解

见证我们如何使用跨学科的综合方法来满足客户需求
[订阅]