Preparing for a buy-in: selling illiquid investments

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.