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TAX AND THE FAMILY

From November 13, 2019 13:30 until November 13, 2019 16:30

TIMING

Registration Course starts CoffeeCourse ends
13:00 13:30 15:00 16:30

COURSE FEE

 £105+VAT. (click here for information on the Flexiticket discount scheme - fees as low as £58.33+VAT per place).

COURSE CODE

NO13B9

SPEAKER

Ros Martin

OBJECTIVES

This course is designed for the delegate who would like a refresher and update on many family tax planning opportunities covering various taxes at  various stages of life and business to ensure they are dealing with their clients’ tax affairs in the most tax efficient manner. The course will inspire delegates to be more pro-active when dealing with their clients, in looking at their current and potential exposure to tax, and show ways in which we can assist our clients and thus grow our practice. The course will include a review of relevant tax cases to consider when planning, and will include numerous examples and illustrations to make this a practical and informative course.

WHO SHOULD ATTEND?

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

TOPICS

  1. Children’s income and gains
  2. Family provision - in a practical and tax efficient manner
  3. Husband and wife tax planning
  4. Settlements legislation – avoiding being caught by the anti-avoidance legislation
  5. Residences - tax planning for the family home and other property
  6. Tax implications of Separation and Divorce
  7. Pensions
  8. The sale of a business and other exit planning for the business
  9. IHT mitigation for succession - including wills and trusts

VENUE

Solent Hotel, Whiteley, Fareham

DISTRICT

Southern

 

 

 


Find out about the SESCA Flexiticket

The more you buy the cheaper they get

The Flexiticket offers one of the best value for money CPD discount schemes. Tickets are totally transferable and may be used by any number of individuals from different organisations, allowing smaller groups and sole practitioners and members in business to club together. Tickets are valid for up to 13 months, as they expire 12 months from the last day of the month in which they are paid for.

 

Find out more

Flexiticket