Northern Society of Chartered Accountants

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CGT and IHT planning with Bob Trunchion

Course content aimed at all partners and staff who advise business owners and SMEs.

Capital tax planning is essential if the shares in the family company are to be passed down to the next generation. The course will consider the protection and transfer of shares within the company and the key capital gains tax and IHT issues.

Event information

With the Baby Boomers approaching ‘that’ age, even the CBI have woken up to the 55:55 rule (55% of OMB are owned and managed by people over 55). The trouble is that so many of these businesses do not have a succession plan in place!

This course is intended to provide delegates with a refresher and to keep them up to date with the capital gains tax and the inheritance tax changes affecting this area. The course will be particularly relevant to those advising business owners and high net worth individuals to alert them to the latest tax planning opportunities. With MTD on the horizon, remaining the close trusted advisor for the client will be vital for our future profitability and this is a vital where we can contribute.

The course will include:

• Tax tips when spreading shares between family members
• ER pitfalls and planning
• Protecting businesses on divorce/bankruptcy
• Maximising inheritance tax business reliefs
• pensions
• Share schemes and other sets of golden handcuffs
• Pros and cons of lifetime and death transfers to family members
• Use of trusts as planning vehicles for business assets
• Purchase of own shares, Transactions in Securities, alphabet shares and lots of other areas

Join us for the afternoon session: Procedures, PI Time Bombs, Regulation and Risk in the tax engagement. Lunch will be included for delegates attending both sessions.

Cost

Rate	Cost
Price	£75.00 + VAT
Retired Member	£37.50 + VAT
Career Break Member	£37.50 + VAT