Speaker: Gerry Hart, Robert Jamieson, Francesca Lagerberg, Giles Mooney or Mark Ward
This course will update participants in recent statutory and case law developments in the capital taxes field and will consider a number of innovative but practical planning opportunities. The course will include:
Capital Gains Tax
• Maximising taper relief
• How to avoid taper relief traps
• Private residence relief – latest developments
• Other CGT reliefs
Inheritance Tax
• Strategy and parameters for reducing the tax charge
• Reliefs and how to maximise them
• Avoiding the Gifts with Reservation of Benefit charge
• Update on the Pre-Owned Assets tax regime
• IHT mitigation and the family home
• Using trusts
• Post-death tax planning
LINKS
• CGT and IHT on succession plans
• Exit routes from a business
• Marketed schemes
Register Online