TonyG

I've got a large number of shares in a company that is about to be taken back into private ownership. As a result of this, the shares I own are being automatically sold, and the money returned to me. Not too much of a problem, except that the value is now high enough that a sizable chunk of it would have to go to Stalin Brown as part of Capital Gains Tax.
There's an option of Loan Notes, where (I'm told) I can leave some of the shares 'in trust' as it were, and then take the money owed me in the next tax year, thus making sure that the profit I receive is below the CGT threshold in any one tax year. Anyone had any experience of this? Is claiming the money next year a simple process as all the information in the documents I've got relates to deciding to take up the option.

TelBoy

Yep i've done this before, Tony. Very straightforward. PM me if you want further details.