Course description
This area is not just a potentially lucrative market for tax advisers but also a demanding one which presents a variety of challenges, particularly in the field of planning following the many changes to the tax treatment of high net worth clients over the last four years.
Robert Jamieson presents this live and interactive broadcast which will examine the latest tax planning opportunities available in fields as diverse as pension provision in F(No2)A 2023, company sales, marriage break-ups following the relaxations in F(No2)A 2023 and succession. It will ensure that delegates are properly equipped to give the best possible advice to such clients and their families on a continuing basis.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
This area is not just a potentially lucrative market for tax advisers but also a demanding one which presents a variety of challenges, particularly in the field of planning following the many changes to the tax treatment of high net worth clients over the last four years.
This virtual classroom seminar examines the latest tax planning opportunities available in fields as diverse as pension provision in F(No2)A 2023, company sales, marriage break-ups following the relaxations in F(No2)A 2023 and succession. It will ensure that delegates are properly equipped to give the best possible advice to such clients and their families on a continuing basis.
What You Will Learn
This live and interactive session will cover the following:
- Children's income and gains
- Some thoughts on the settlements legislation
- Pensions- important recent modifications
- Main residence relief - meaning of “period of ownership”
- Purchase of own shares: the multiple completion problem
- Goodwill and S165 TCGA 1992 relief
- CGT on separation and divorce
- Planning through the use of the £3,600 pension contribution limit
- Income gifts to fund trusts
- Planning with related settlements
- Changes to the geographical scope of certain IHT relief
Expenses
MBL Seminars Limited
MBL is a leading learning and development provider for professional service firms. Over the past 18 years, more than 198,000 people across 23,000 different organisations spanning 81 countries, have chosen us to deliver their training. With over 800 expert speakers...