During the quieter summertime months it can be a good time to get some CPD completed and also focus on developing professional connections. If you’re not off on holiday and would like to feel more confident when speaking with accountants so you get referred to their best/highest-net-worth clients, then book on to one of the workshops below.
These are going to be small, informal, round table events, so places are limited as I want to be able to give attendees the time to feel completely comfortable, answer questions and understand EXACTLY how these tax planning scenarios work in practice so you leave the workshop confident when speaking with accountants.
The planning scenarios we will cover in this workshop are:
- Company directors extracting profits tax efficiently from their business
- How to reduce/eliminate capital gains tax when selling a second property/share portfolio/general investment account
- How landlords can make retirement plans tax efficiently when limited on pension contributions
- What business owners should consider from a taxation point of view BEFORE they sell their company
- Solving the issue of companies holding too much surplus cash in their business
- Replacement Property Relief – how this works and why you should be seeing business owners/farmers who have sold their business or working farm in the last 3 years
How to help clients who are using VCT and EIS plans:
- How to claim VCT relief
- How to claim EIS reliefs
- How to complete an EIS 3 Certificate
- How does Loss Relief work
- How to claim Business Relief when a client has died and what their options are
The workshop is timed for two hours so that we can have the time to go through the detail of these planning scenarios etc. If you have specific clients/cases that you would like to go through on the day that you feel would be useful to share with the group as an example then feel free to bring these along and we can work through them.
Lastly, if you would like to stay and join me for lunch after the session, please do select that option on the booking forms below. If you need to get away then do feel free to come simply for the CPD!
I hope to see you soon!