Course description
This live broadcast session with case studies, roundtable discussions and lots of interaction will provide you with a useful guide to writing tax planning reports for clients. It will identify the main contents and objectives of such reports and outline the key principles to be taken into account and cover the pitfalls to beware of.
Presented by popular speaker Russell Cockburn and based on real life examples, it is suitable for anyone who gets involved in providing written advice to clients about their tax affairs and will help you to ensure that you are giving your advice in a simple and comprehensive way.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
This 5 hour live broadcast session with case studies, roundtable discussions and lots of interaction will provide you with a useful guide to writing tax planning reports for clients. It will identify the main contents and objectives of such reports and outline the key principles to be taken into account and cover the pitfalls to beware of.
It is suitable for anyone who gets involved in providing written advice to clients about their tax affairs and in particular tax staff and partners who give advice in detailed tax planning reports. If this is part of your job you need to attend this session to ensure that you are giving your advice in a simple and comprehensive way. This session will be based around some real life examples on:
- Selling a family business
- IHT and Will Planning for a valuable estate
- Maximising capital allowances on a property project
- Mitigating tax liabilities on an owner-managed business
- Leaving the UK to become non-resident
What You Will Learn
This live and interactive session will cover the following:
- How to identify who the report should be aimed at and the main areas
- Spotting what to use as the objectives of the report
- How to summarise key contents identification
- Explaining the key taxes to be covered
- Identifying the key transactions
- Explaining benefits to the clients
- How to keep it understandable but comprehensive
- Identifying the main risk areas - how to prevent mistakes in a report
- Implications of recent developments in case law, HMRC Statements of Practice and Finance Act changes
- Explaining reliefs and tax liabilities
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...