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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 Trunchion is a Tax Principal with MacIntyre Hudson LLP and is one of their tax lecturers.

After service in the Royal Navy, Bob qualified as a chartered accountant with Coopers and Lybrand where he specialised in corporate taxes. On moving to MacIntyre Hudson, he broadened his scope to deal with all types of taxation.

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 tax planning, trusts and share valuation work. He is also specialist in a number of industries or niches such as solicitors, farmers and the medical profession and on the professional indemnity insurance aspects of tax work.

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.