• Preparing for a buy-in: selling illiquid investments

  • Sep 25 2024
  • Length: 57 mins
  • Podcast

Preparing for a buy-in: selling illiquid investments

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  • Summary

  • 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.
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