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Northern Society of Chartered Accountants

At the heart of northern business since 1882

Capital tax planning for private clients

Date: 14 April 2016 09:30 to 12:30

Type: Course, Legal and Regulatory, Tax

Organiser: Tyne and Wear

This course looks at the life of the average family business from set up to sale or succession and into retirement from a capital taxation point of view.

Accountants are very good at dealing with clients where they are in business. However, sometimes we forget about the client as a person so that when they sell their business, we often lose them as clients. Why? With the concentration of wealth in the baby boomers, this is a rapidly growing sector which needs our skills. It will also help if we are going to be their executor. This Government and its predecessor have constantly amended capital taxes with both IHT and CGT each receiving their share of attention in the last few years. However, the legal framework for “wealth management” has also changed as Trust law, Pensions law and practice and many other areas evolve.

The aim of the course is to update delegates on not just recent Capital Gains Tax and Inheritance Tax developments as they affect the family but also how we see they work in practice including pitfalls and planning opportunities given all the other changes. Strategies which were traditionally offered to reduce these taxes have dramatically changed over the last few years.

Content will include:

  • Inheritance tax refresher
  • Fact finds, the relationships with solicitors and regulatory matters
  • Life time Capital Tax planning – the dos and don’ts – including what to do with the main residence
  • The changes to pensions (the new freedoms) and their affect on Capital Tax Planning.
  • The use of basic trusts – an explanation
  • Business & Agricultural Property – 100% relief, are you sure?
  • Will planning

The course will include a number of case studies to illustrate the relevant points.

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Newcastle Gateshead Marriott Hotel Metro Centre

Metro Centre
NE11 9XF

Tel No: 0191 493 2233


Bob Trunchion

Bob Trunchion

Bob qualified in the audit department of a big four firm, and soon after moved to their Corporation Tax Department. His move to MacIntyre Hudson in 1985 has rounded off his knowledge so that he is well versed in all aspects of tax.

As well as advising clients on a consultancy basis, he is deeply involved in tax training, Bob has appeared on national radio and television talking about IHT.

He has a wide range of tax knowledge and lectures on a range of subjects including the tax implications of buying and selling companies, capital taxes planning, trusts and share valuation work. Bob is also a specialist in a number of industries or niches such as farmers and the medical profession.

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.