Advising on Whole of Life Tax Planning with Robert Jamieson

Introduction

This 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
• Salaries, bonuses and dividends from family companies in 2024/25
• Tax-efficient benefits in kind for family members
• Main residence relief - meaning of 'period of ownership'
• Goodwill and S165 TCGA 1992 relief
• A business asset disposal relief checklist
• Family Investment Companies and HMRC
• Pensions and the abolition of the lifetime allowance charge
• Silver divorces
• Recycling business relief
• Another variation using trusts
• Planning through the use of the £3,600 pension contribution limit

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.