Essential Tax Planning for Turbulent Times

Planning for potential tax liabilities can be challenging, even during periods of political and economic stability. With the prospect of a new Government and major tax modifications on the horizon, how can you support your clients in managing that risk and uncertainty?

We are joined by tax planning expert and co-founder of TagTax, David Logan, to explore the key conversations you should be having with your clients and the main areas of tax planning you should be focussing on.

Key talking points include:

• Exit planning - how to support clients looking to sell in the next few years
• Inheritance tax planning - how changes to exemptions and reliefs may affect your advice
• With increased scrutiny of R&D claims, are they still worth the effort?
• Are property incorporations the next ticking time bomb?
• HMRC’s focus on Persons of Significant Control (PSCs) and what this means for your clients.

Joining David Logan will be resident hosts Andy North and Dean Shepherd alongside Tax TV regular, Lorraine Ellison, practice owner and Chair of the CIMA Members In Practice Committee.

Register now

Bring yourself up to speed with the topical tax planning issues affecting your clients and the tools within the TaxCalc suite to help you.