Speaker: Simon Birkett, Gerry Hart or Bob Trunchion
This course will cover the main tax planning areas that are relevant to the tax affairs of individuals and their families. It will highlight pitfalls that must be avoided including several which have emerged in the last 12 months or so. The course will cover the planning points that apply to individuals both in their personal capacities and as directors or shareholders of family companies. Specifically the course will include:
• Tax shelters today
• Tax planning on property investment
• Tax Credit Planning
• Capital gains tax planning
• Tax planning on retirement
• New opportunities from legislation and case law
• Taking advantage of the new pension rules
• Reducing the personal tax burden on business exits
• Benefits and expenses – latest developments and opportunities
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