Private Client and OMB: Current Tax Issues Virtual Conference 2021

RECORDING available for purchase!

This conference recording is available for purchase and 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.
A recording of the conference shortly after to all delegates

Topics covered in this recording:

''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

Please support these great charities and follow the instructions below to purchase the recording.

Conference recording fee: £50.00

You can purchase this recording up until 24 October 2021 / 23:59 BST

Any questions?
Email - [email protected]