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Northern Society of Chartered Accountants

At the heart of northern business since 1882

Tax planning for directors’ and their companies

Date: 31 March 2015 13:30-16:30

Type: Legal and Regulatory, Tax

Organiser: Tyne and Wear

There have been a number of changes in the last few years that have impacted on directors who are owner-managers of their own companies. The tax developments include at one end of the spectrum changes to the loans to participators legislation, and at the other the introduction of RTI reporting for PAYE. The tax burden on running a company car increases annually and there is also the question of how best to extract profits from the business.

This course will look at all of these aspects in detail and will provide sensible practical advice for you to pass on to your clients.

Content will include:

  • Corporation tax developments for the very small company: donations to CASC’s; new COTAX filing process for companies; other CT developments
  • Extracting the profits from the company: Basic premise for tax minimisation; how much salary? When to pay salary; dividends and reminder of the formalities; other methods of extraction – interest in 2015; personal tax issues including married allowance and how to do it!
  • Other tax charges on the director: cars, phone, other benefits
  • The director’s loan account: a complete study! Loans to participators post 2013; benefit in kind legislation; writing off loans; dealing with repayments; danger points
  • Auto enrolment for the very small company – a 5 minute check of the issues.

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Rebecca Benneyworth BSc FCA MBE

Rebecca Benneyworth BSc FCA MBE

Rebecca is an ICAEW Chartered Accountant. She is a lecturer, writer and consultant on a variety of taxes, lecturing extensively throughout the UK, to accountants, business people and also to HMRC and the Treasury.

She has her own accountancy practice based in Gloucestershire, with a variety of small business and personal tax clients. During the last two years this has become a 100% digital practice.

She is Chair of the HMRC Digital Advisory Group, providing help and support to HMRC in understanding the challenges that Making Tax Digital presents to small businesses and their advisers. She is also a member of the Admin Burdens Advisory Board, an independent group monitoring the burdens the tax system impose on businesses.

Rebecca is a past Chair of the Tax Faculty of the ICAEW, and serves on the Tax Faculty Board. She is ICAEW council member for South West England, and was awarded an MBE for services to the tax profession in 2012.

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.