Private Client and OMB: Current Tax Issues Virtual Conference 2021

9 Aug 2021

We invite you to join our Private Client and OMB: Current Tax Issues Virtual Conference on Monday, 13 September 2021 | 15:00 - 18:15!

This conference is to support and help TaxAid and Tax Help for Older People provide essential tax advice to vulnerable people – many of whom have lost their livelihood during the pandemic. The charities have been providing special services to meet the specific needs at this time.

This late afternoon conference will offer:

Live Q & A session with our experienced speakers
Conference materials (provided in advance)
A recording of the conference shortly after to all delegates

Topics that will be covered:

''Countdown to MTD and the Basis Period Conundrum''
with Rebecca Benneyworth MBE BSc FCA
Chartered Accountant, ICAEW

MTD - finalising the picture of the requirements for businesses and landlords
Timeline and implementation issues; digital records requirements
Change of accounting date or apportion profits? What are the difficult areas? What is transitional relief?
An implementation action plan to keep you sane

''SDLT Refresher and Update''
with Peter Rayney FCA CTA (Fellow) TEP
President, Chartered Institute of Taxation

Recent cases on residential and mixed-use property
3% surcharge on residential property - some reminders
Linked transactions
SDLT on the incorporation of a property investment business
Multiple dwellings relief - often overlooked!
The new 2% surcharge for non-residents

''Family Investment Companies - Where are they now in the light of the forthcoming Corporation Tax Increase?''
with Carl Bayley BSc FCA
Author, Chartered Accountant

A recap on family investment companies, how they are structured and how they are used in both Inheritance Tax planning and wider succession planning
The Corporation Tax changes and how they will impact family investment companies
A reassessment of the ongoing viability of family investment companies in the light of the Corporation Tax increase and other potential changes

Join us on the day and help TaxAid and Tax Help for Older People provide essential tax advice to vulnerable people – many of whom have lost their livelihood during the pandemic. The charities have been providing special services to meet the specific needs at this time.

Conference fee: £50.00

To register for this conference, click on the REGISTER ONLINE button below!

We very much look forward seeing you on the day!

^{Any questions?}
^{Email -}^{events@ciot.org.uk}