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Northern Society of Chartered Accountants

At the heart of northern business since 1882

Later Life Tax

Date: 14 October 2020 13:30 - 16:30

Type: Tax

Organiser: NorSCA

Drawing on the experience of our two speakers – Rebecca Benneyworth and Karen Barwick – the aim of this course is to provide tips for those key moments which can require careful tax planning and financial arrangements as clients start to contemplate their business exit and retirement.

This half day on-line course will benefit partners, manager and other members of staff who need to give tax and financial planning advice to business and personal clients.  A reasonable tax knowledge is assumed.

Our two speakers will cover:

  • Differences between Enduring and Lasting Powers of Attorney;
  • Risks associated if you do not make a will;
  • Vulnerable client policy;
  • Different routes to care funding and pitfalls to avoid;
  • Capital gains tax issues – private residence relief; maintaining the relief; gifts of assets; business asset disposals;
  • Income tax issues – pre-owned asset charge (a refresher); other income tax issues;
  • Inheritance tax – implications of financial plans; residential nil rate band and downsizing relief.

Cost

Rate Cost
Member £90 (plus VAT)
Retired member £45 (plus VAT)
Career break member £45 (plus VAT)

There is a discount available of one third off prices on all NorSCA virtual CPD until 31 December – it will be applied automatically when you “check out”.

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Venue

Virtual meeting - Covid-19 restrictions

In common with so much in business at the moment, this will be a virtual meeting. The decor will be familiar but the catering will be as good as you make it. Please check your joining instructions that will be provided to you after you have booked to join the event.

Address:
n/a

Tel No: n/a

Speakers

Rebecca Benneyworth BSc FCA MBE

Rebecca Benneyworth BSc FCA MBE

Rebecca is a chartered accountant with over 35 years experience in practice.

She is a writer and consultant on a variety of taxes, and lectures throughout the UK to professionals.

She works closely with HMRC on the Making Tax Digital project has chaired their Digital Advisory Group and is a member of the Admin Burdens Advisory Board. Rebecca lectures extensively for a range of professional bodies, accountancy firms, and commercial organisations, and has presented at sessions for HM Revenue & Customs and HM Treasury policy teams.  She is also a past chair of the ICAEW Tax Faculty, and designated “Best Tax Lecturer” at Lexis Nexis Taxation Awards.

Rebecca was awarded an MBE for services to the tax profession in 2012. Rebecca leads our tax programme supported by a team of industry experts

Karen Barwick – Director, Laurus Associates Ltd

Laurus Associates Ltd., was established in 2002 by Karen Barwick and Colin Dawson, and continues to build on the long term relationships already formed between numerous legal and accountancy firms.

Karen Barwick is drawing on her past experiences of pensions gained from both a leading life office and a large national corporate IFA. This has resulted in advice as a specialist nature, predominantly to the business community, and also to private clients.

How to book

The easiest way to book is online by clicking the button to Book Online at icaew.com – you will be able to log into your account at icaew.com and pay with your debit or credit card.

You can also telephone the ICAEW central events booking team on 01908 248159 and pay over the phone.

Alternatively you can download a booking form or book by email.