Preparing For A Buy-in: Selling Illiquid Investments UK Pensions Law

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Preparing for a buy-in: selling illiquid investments

3M ago 56:33

In the latest of our quarterly webinars, we discuss 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.

32集单集

18 subscribers

published 3M ago

In the latest of our quarterly webinars, we discuss 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.

32集单集

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