23rd May 2024

TIMING

COURSE CODE

MY23A4

SPEAKER

Mark Ward

OBJECTIVES

This course is designed to give the delegate a refresher and update on family tax planning opportunities. It will cover a number of issues affecting individuals, their families and businesses. The course will explore the ways in which delegates can assist clients by ensuring their tax affairs are dealt with in the most tax efficient way. 

WHO SHOULD ATTEND?

All accountants in general practice who advise families on their tax affairs.

TOPICS

• Children’s income and gains
• Family provision - in a practical and tax efficient manner
• Spouse/civil partners tax planning
• Settlements legislation – avoiding being caught by the anti-avoidance legislation
• Residences - tax planning for the family home and other property
• Tax implications of Separation and Divorce
• Pensions
• The sale of a business and other exit planning for the business
• IHT mitigation for succession - including wills and trusts

VENUE

This course will be available live online. You will be emailed the link to join two days before the course date.

DISTRICT

All

COURSE FEE

 £100+VAT. (click here for information on the Flexiticket discount scheme - fees as low as £60.00+VAT per place).