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Essential Tax Planning for Turbulent Times

11th Aug 2023
Brought to you by
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We make high quality, innovative and affordable integrated software.

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Planning for potential tax liabilities can be challenging, even during periods of political and economic stability.

With the prospect of a new Government and major tax modifications on the horizon, how can you support your clients in managing that risk and uncertainty?

 

Register now

 

We'll be joined by tax planning expert and co-founder of Tag Tax, David Logan, to explore the key conversations you should be having with your clients and the main areas of tax planning you should be focussing on. We're also joined by Lorraine Ellison who will share her experiences using many of David’s strategies.

Key talking points include:

  • Exit planning - how to support clients looking to sell in the next few years
  • Inheritance tax planning - how changes to exemptions and reliefs may affect your advice
  • With increased scrutiny of R&D claims, are they still worth the effort?
  • Are property incorporations the next ticking time bomb?
  • HMRC’s focus on Persons of Significant Control (PSCs) and what this means for your clients.

 

Meet our presenters

Joining David Logan will be resident hosts Andy North and Dean Shepherd alongside Tax TV regular, Lorraine Ellison, practice owner and Chair of the CIMA Members In Practice Committee.

 

David Logan

David Logan LinkedIn
Tax expert and co-founder of Tag Tax                                                                                                 

Lorraine Ellison

Lorraine Ellison FCMA, MiP, MBA LinkedIn
Founder, Simply Additions.

Andy North

Andy North LinkedIn
Chief Marketing Officer, TaxCalc.

 

Dean Shepherd

Dean Shepherd CTA FMAAT LinkedIn
Director of Product Compliance, TaxCalc.

 

Register now

Bring yourself up to speed with the topical tax planning issues affecting your clients and the tools within the TaxCalc suite to help you.

Register now