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Northern Society of Chartered Accountants

At the heart of northern business since 1882

Capital Taxes and the family business

Date: 8 June 2017 13:30 to 17:00

Type: Course, Tax

Organiser: Tyne and Wear

This Government has been constantly amending capital taxes with both IHT and CGT each receiving their share of attention in the last few years. The aim of the course is to update delegates on recent Capital Gains Tax and Inheritance Tax developments as they affect the family business and how we see they work in practice including pitfalls and planning opportunities. Strategies which were traditionally offered to reduce these taxes have dramatically changed over the last few years.

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

Content will include:

  • Entrepreneurs’ relief – pitfalls and planning
  • The importance of “trading company” status
  • Interaction with other CGT reliefs
  • Inheritance tax refresher
  • Business & Agricultural Property – 100% relief, are you sure?
  • Capital tax planning

o Transferring the family company – CGT and IHT issues

o Trusts, pensions funds and other tax planning tools

o Selling the family company

o Liquidations and tax efficient striking off of the company

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

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Rheged Centre

CA11 0DQ

Tel No: 01768 868000


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.