The Changing World of PI

Date: 28th November 2019 - Access Recording

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The webinar will focus on the current stance taken by PI insurers regarding  tax planning / tax consultancy services offered by accountancy firms and in particular, involvement with tax efficient or investment schemes (excluding any compliance work) which includes specialist taxation work for which a specific fee is charged, including advice on tax efficient schemes. Tax efficient schemes includes loans investments and trusts which are pre-planned artificial steps and packages designed to produce a specific tax outcome including but not limited to tax loss, tax deductible allowance or tax exempt profit. Examples include offshore trusts, film funding/partnership structures, business premises renovation allowance (BPRA), stamp duty land tax (SDLT), employee benefit trust (EBT), employer finance retired benefit schemes (EFRBS), enterprise management incentives (EMI) enterprise investment schemes (EIS) and pension liberation schemes.


This webinar is free of charge.