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Northern Society of Chartered Accountants

At the heart of northern business since 1882

CGT and IHT planning with Bob Trunchion

Date: 21 March 2019 09:30 - 12:30

Type: Course, Tax

Organiser: Tyne and Wear

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.

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

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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.