Advising Clients on Capital Tax Planning & Business Structuring

Introduction

Aimed at those who advise on and deal with the tax compliance and planning aspects of wealthy individuals and self-assessment business clients, this webinar will provide you with a practical framework within which to review and assess the capital tax planning aspects of their affairs.

It will examine the capital tax reliefs available and discuss structuring and planning options to mitigate medium- and longer-term liabilities.

Expert speaker Russell Cockburn will provide summaries and examples of the tax reliefs that can be obtained via the above specific tax regimes, and will offer advice on how to plan the clients’ affairs to optimise their overall capital tax position.

What You Will Learn

This webinar will cover the following:

• Partnership or company?
• Company share ownership
• Business Asset Disposal Relief
• Roll-Over-Relief
• Hold-Over Relief
• Business and Agricultural Property Relief
• Changes after the 2024 Budget/Finance Bill
• Succession planning in the new climate post 2024
• IHT effective investments?

This pre-recorded webinar will be available to view from Friday 30th May 2025

Alternatively, you can gain access to this webinar and 1,700+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.