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Northern Society of Chartered Accountants

At the heart of northern business since 1882

Tax pitfalls to avoid and the related tax planning

Date: 27 June 2017 13:30 to 16:30

Organiser: Tyne and Wear

A detailed and practical overview relating to tax pitfalls to avoid and the appropriate tax planning to be undertaken by the accountant.

A refresher and detailed tax planning ideas across all the taxes, when entering into tax planning for clients, of the tax pitfalls and obstacles to overcome, and how to achieve this with appropriate tax planning.

Content includes:

  • Tax planning ideas and strategies to reduce the tax bill for the self-employed and partnerships
  • The impact of NIC, and planning tips
  • The hurdles to overcome to successfully argue that you are genuinely self-employed
  • A review of the major anti-avoidance legislation currently used by HMRC across the tax spectrum
  • How to successfully incorporate your client, avoiding all the tax pitfalls
  • Structuring your business
  • Passing the shares and business successfully down the generations
  • The maximising of capital allowances, and avoiding the tax hurdles
  • Inheritance Tax planning to achieve the desired objective
  • What expenditure can you claim and get tax relief for?
  • The partnership agreement
  • The impact of CGT and SDLT, the problems and the solutions
  • Practical tax planning case studies
  • Tax refresher and planning for the family
  • Tax and NIC efficient extraction of funds from the family company
  • Tax planning for the wealthy client, the pitfalls to avoid and the planning to undertake
  • General overview

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Newcastle Gateshead Marriott Hotel Metro Centre

Metro Centre
NE11 9XF

Tel No: 0191 493 2233


Tim Palmer

Tim Palmer

Tim Palmer is one of the UK’s best known and popular tax presenters. He lectures frequently all over the UK, three or four times a week on a wide variety of taxation topics.

He also writes regular magazine articles for the leading taxation publications. Alongside his lecturing, Tim also provides tax consultancy services, and specialist tax advice.

Previously Tim Palmer was a senior Tax Manager with Howarth Clark Whitehill LLP, advising on all areas of tax and NIC for the firm to their clients. He was also a member of the tax department of P&O where he specialised in Corporation Tax and the Construction Industry

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.