17th September 2025

TIMING

COURSE CODE

SE17A5

SPEAKER

Nigel May

OBJECTIVES

Governments over the years have constantly amended capital taxes with both IHT and CGT each receiving their share of attention in the last few years and it is very likely that there could be significant changes in this area. The aim of the course is to update delegates on recent Capital Gains Tax and Inheritance Tax developments as they settle in and as we see how they work in practice including pitfalls and planning opportunities. The course will need to focus on the planning aspects which remain for our clients.

WHO SHOULD ATTEND?

All partners and staff advising clients on tax planning and compliance.

TOPICS

• Entrepreneurs’ relief/BADR – pitfalls and planning
• The importance of “trading company” status
• Interaction with other CGT reliefs
• PPR and other CGT changes around the house!
• Inheritance Tax refresher
• Business & Agricultural Property – 100% relief, are you sure?
• Nil rate band planning – what should we advise?
• What’s left for the family home
• Where are we going?

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).