INTRODUCTION TO TAX PLANNING FOR YOUR CLIENTS
Wednesday, 20 November 2019
ATTEND THIS COURSE AND BUILD ON PREVIOUS KNOWLEDGE.
FULL COURSE DETAILS
ADVISING CLIENTS WHO HAVE INHERITANCE TAX ISSUES IS TRICKY AND IT'S IMPORTANT TO BE ABLE TO DISCUSS THEIR TAX POSITION AND VITAL THEN TO BE ABLE TO OFFER SOLUTIONS. LEARN ABOUT IHT AND IMPORTANT STRATEGIES WHICH COULD SAVE YOUR CLIENTS THOUSANDS OF POUNDS THROUGH MITIGATION.
THE ISSUES SURROUNDING CAPITAL GAINS TAX ARE OFTEN UNKNOWN AS MOST PRACTITIONERS FOCUS ON INHERITANCE TAX. BUT A GROUNDING IN CGT CAN HELP YOU ADVISE CLIENTS ON THEIR TAX POSITION, FOR EXAMPLE WHERE THERE IS A NEED TO TRANSFER OWNERSHIP OF THE FAMILY HOME AND WHERE THE CLIENTS OWN MORE THAN ONE HOUSE IN THE ESTATE. THE COURSE WILL ALSO AID YOUR UNDERSTANDING OF THE TRADE-OFFS BETWEEN WHETHER TO SAVE ON INHERITANCE TAX OR CAPITAL GAINS TAX.
ADDED BONUS: There will also be a basic guide to the Residence Nil Rate band
Registration & Coffee at 9.00 am
£195 inclusive of Notes for Full/Student/Associate Members
£250 inclusive of Notes for Non-Members
Please book your place by calling 08456 444261 to pay with a credit/debit card or pay by bank transfer to the Willwriting Academy Ltd:
Sort code: 30 64 10 Account No: 37097960
Willwriting Academy Ltd Cancellation Policy: For bookings cancelled more than 14 days before the event, a full refund less £25.00 administration fee will be given. No refunds will otherwise be made.
Location: IBIS Styles Hotel (NEC), Bickenhill Lane, Birmingham
GPS For Satnav: 52.453453063964844,-1.7250679731369019
Free guide to making a will