1 day (6 CPD Hours)
Introduction
The second conference in the series will look at the tax consequences of a range of domestic family tax matters. Dealing correctly with life’s key events is crucial to dealing with a private client’s tax compliance correctly.
In many instances tax savings can only be achieved if an appropriate course of action is planned in advance. It is therefore vital that professional advisors are up to date with current legislation to ensure the most efficient plans are put in place for their client’s family affairs.
The course in detail
09:30 Welcome
Stephen Ward
09:35 - 10:20 Tax and the family - setting the scene
Philip Hammond, MP
10:20 - 11:05 Marriage Breakdown - Tax Implications
11:05 - 11:20 Refreshments
11:20 - 11:55 Valuation strategies in divorce
Jenny Nelder, Bruce Sutherland
11:55 - 12:25 The Taxation of Civil Partnerships
Richard Frimston, Russell Cooke Solicitors
12:25 - 13:00 The tax credit maze
Carl Bayley, Tax Café
13:00 - 14:00 Lunch
14:00 - 14:40 Using individuals pension arrangements for tax planning purposes
Stephen Ward
14:40 - 15:20 Other Tax efficient investments
Martin Sherwood, Smith & Williamson
15:20 - 15:35 Refreshments
15:35 - 16:10 Tips and Traps for transferring the family home to avoid long term care costs
16:10 - 16:45 The CGT bible for property and other asset realisation
16:45 - 17:30 Some New (and some old!) IHT Planning ideas
- succession planning and the family business
- tax effective Wills
- the use of trusts
- avoiding anti avoidance rules
- Relievable assets - protecting/preserving valuable reliefs and exploiting exemptions.
Peter Legg, Vantis Plc
17:30 Round up and close
Stephen Ward
What are the benefits of attending?
- Receive planning tips to help minimise overall tax liabilities for the family
- Clarity of areas which often cause confusion amongst even the most experienced practitioners.
- Stay up to date with current legislation
- Earn 6 CPD hours!
Who should attend?
All tax specialists and general practitioners who offer advice to personal clients.
List of events
|
Date |
Time |
Location |
Code |
Options |
| 25 Nov 2008 |
9:30 -17:30 |
London |
8CF0010 |
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