Course description
Cradle to Grave - Tax Planning for Individuals & Families
This practical course reviews the latest tax planning opportunities for individuals and families and gives topical ideas on how to minimise the tax bill through life. It will also include the planning opportunities available to civil partners and same-sex marriage spouses. It will cover income tax, CGT, IHT and relevant business tax issues.
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Suitability - Who should attend?
Those who require practical tax planning advice for families including married couples, civil partners and their children along with an update on personal tax.
Training Course Content
Content
- A comprehensive review of the tax planning opportunities from cradle to grave
- Tax beneficial lifetime structures and estate management – including the use of trusts
- Understanding residence and domicile tax issues
- Tax for a married couple and their children - how to save tax and establish tax beneficial lifetime structures and estate management
- Using children in a family business
- Property investment, including buy-to-lets and holiday letting, rent a room relief and the new £1,000 property income allowance
- IHT and CGT planning
- Planning for tax-efficient payment of education fees
- Business structures to maximise tax-efficient extraction of funds from businesses
- Tax relief on travel and subsistence and working from home
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