Personal Tax Planning 21 October 2024

Timing 13:30 - 16:30
Speaker Jeremy Mindell

With taxes at their highest level for nearly seventy years as a share of the UK economy, personal tax planning has rarely been more valuable.

Although successive Finance Acts closed down some tax planning ideas, others remain and can indeed be enhanced by changes in legislation.

For example, the changes in Finance Act 2023 certainly enhanced the attraction of pensions. It remains to be seen whether this benign regime will continue.

The seminar will include

Income Tax Planning

• Pensions Enterprise Investment Schemes
• Venture Capital Trusts
• Seed Enterprise Investment Schemes
• Tax Efficient Extraction of Cash from OMBs

Capital Gains Tax

• Deferring CGT liabilities
• Planning CGT
• Use of Tax Efficient Vehicles

Inheritance Tax

• Use of BPR, APR and Woodlands
• The perils of schemes and trusts

Residence and Domicile

• Tax update from recent cases
• Opportunities and pitfalls in planning

The seminar will highlight some of the perils of recent tax planning ideas as well as the opportunities that remain.

DSCA Courses will endeavour to provide a link to a video of this presentation to anyone who booked but was unable to attend the Zoom presentation.

Names and addresses of ALL delegates must be supplied in this Delegate Registration Form at the time of your booking.