Advising on Whole of Life Tax Planning with Robert Jamieson

Introduction

This new virtual classroom seminar is designed as both a refresher and an update in connection with family tax planning opportunities.

It will consider the relevant taxes affecting individuals in their personal and business transactions at various lifecycle stages so that these are handled in a tax-efficient manner.

The session is suitable for practitioners who advise individuals and their families on taxation matters.

What You Will Learn

This live and interactive course will cover the following:

• Children’s income and gains
• Some thoughts on the settlements legislation
• Using the Jays and the Gould cases
• Tax-efficient benefits in kind for family members
• Main residence relief issues
• A business asset disposal relief checklist
• Family Investment Companies and HMRC
• Income gifts to fund trusts
• Planning through the use of the £3,600 pension contribution limit
• Pensions and death benefits

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.