Course description
HMRC are constantly challenging methods of gifting property for tax planning purposes, and it is important for practitioners to understand the latest rules and regulations so that we do not fall foul of the rules surrounding the making of gifts, regardless of whether they are of property or not.
This virtual classroom session, presented by expert speaker Helen Forster, will discuss the most up to date cases and application of the rules by HMRC so that you can advise your clients with confidence in relation to tax planning.
Join Helen as she discusses the current rules surrounding gifts with reservation of benefit, pre-owned asset tax, how double-trust and home loan schemes work, the current legislation, and much more.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
HMRC are constantly challenging methods of gifting property for tax planning purposes, and it is important for practitioners to understand the latest rules and regulations so that we do not fall foul of the rules surrounding the making of gifts, regardless of whether they are of property or not.
Advising a client incorrectly could ultimately result in professional negligence claims against you or your firm.
This new virtual classroom session will discuss the most up to date cases and application of the rules by HMRC so that you can advise your clients with confidence in relation to tax planning.
What You Will Learn
This live and interactive session will cover the following:
- Gifts with reservation of benefit - the current rules including overlap with RNRB
- Pre-owned asset tax - when it applies, the impact it can have, and how to avoid it
- Double-trust and home loan schemes - how they work
- Current legislation
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...