Whole of Life Tax Planning Opportunities - An Update with Robert Jamieson

Introduction

Presented by expert speaker Robert Jamieson, this 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.

This seminar is suitable for practitioners who advise individuals and their families on taxation matters.

What You Will Learn

This course will cover the following:

• Children's income and gains
• Salaries, bonuses and dividends from family companies in 2025/26
• Main residence relief - meaning of ‘period of ownership’
• The new CGT regime in FA 2025
• Business asset disposal relief and investors' relief
• Agricultural and business assets - a significant IHT reform
• What are the options for mitigating IHT on the business relief changes?
• The IHT treatment of unused pension funds
• A 91.3% tax rate for your pension pot!
• Silver divorces
• Planning through the use of the £3,600 pension contribution limit