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 Tax expert and co-founder of Tag Tax
Lorraine Ellison FCMA, MiP, MBA Founder, Simply Additions.
AndyNorth Chief Marketing Officer, TaxCalc.
Dean Shepherd CTA FMAAT Director of Product Compliance, TaxCalc.
Bring yourself up to speed with the topical tax planning issues affecting your clients and the tools within the TaxCalc suite to help you.