Growth Shares: From Silk Road to Shareholder Rewards and Avoiding Inheritance Tax cover art

Growth Shares: From Silk Road to Shareholder Rewards and Avoiding Inheritance Tax

Growth Shares: From Silk Road to Shareholder Rewards and Avoiding Inheritance Tax

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What do medieval guilds, ancient Chinese merchants, and modern Irish family businesses have in common? In this episode of Irish Tax Unwrapped, we explore how humans have motivated work, rewarded loyalty, and shared wealth — from the spice-laden markets of Chang’an, to the fields of feudal Europe and right up to today's boardrooms and tax planning meetings.

Join Josh, Daphne, and Derek as they unravel the story of growth shares — sleek, strategic equity tools that are revolutionising how companies incentivise staff and plan generational wealth transfers. The episode covers:-

  • What are growth shares
  • The income tax and CGT implications for employee shares generally and growth shares
  • The estate planning benefits of growth shares for family companies
  • How growth shares are valued
  • The interaction of growth shares with inheritance tax ‘business relief’
  • How growth shares achieve substantial tax savings in practice
  • The importance of planning ahead

Along the way, we spotlight ancient joint-stock systems, dissect recent tax cases (hello, mental earmarking), and introduce a new segment: the Tax Relief Spotlight, kicking off with the Dwelling House Exemption.

If you’ve ever wondered what links a Tang Dynasty merchant with a modern-day founder — or how to pass on wealth without handing over a tax headache — this one’s for you.

Visit Coventure Tax Consulting for more information on tax matters.

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