14th October 2025

TIMING

COURSE CODE

OC14A5

SPEAKER

Mark Ward

OBJECTIVES

During this seminar a number of CGT and IHT planning opportunities available to individuals and trusts will be considered. The session will include an appraisal of the most recent changes in legislation and case law, as well as the protective steps that clients may need to take.

WHO SHOULD ATTEND?

Partners and staff in small and medium sized practices.

TOPICS

These will reflect recent developments and changes, but are likely to include the following:

• Business asset disposal relief
• Gifts of business assets
• Incorporation v disincorporation
• CGT on the sale of a business
• Replacement of business assets
• Incorporation of property businesses 

• Private residences
• Use of trusts

• Agricultural and business property reliefs
• Transferable nil rate band
•  Will drafting/reviewing
•  Deeds of variation
•  Use of 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

£105+VAT. (click here for information on the Flexiticket discount scheme - fees as low as £62.00+VAT per place).