Stephen Woodward will be presenting a 1 hour webinar entitled “Tax Planning for Private Client Professionals – An Advanced Guide”. (1.25 CPD) on Wednesday 2nd September 2020.
This webinar will address advanced tax planning issues for private client solicitors and accountants whose clients have both historic complex structures/problems.

The webinar will cover the following:

  • GAAR
    • Overview
    • ‘Safe Havens’
  • Home Loan Schemes
    • John Leonard McNeill Shelford as Trustee of the Herbert Life Interest Trust Settlement & Ors v HMRC
    • Unwinding
  • Residence Nil Rate Band
    • Downsizing
    • UK residence held by deceased non-domiciliary
    • Joint beneficial ownership of residences and gifts with reservation of benefit
  • UK Residential Property Interests and Inheritance Tax Planning for Non-Doms
    • Planning with shareholdings, partnership interests and ‘relevant loans’
  • Normal Expenditure out of Income (‘NEOOI’) and Relevant Property Trusts
    • Use now before NEOOI is abolished
  • Non-qualifying Insurance Policies
    • Disposing of listed investments at a loss and wrapping them into an insurance policy
  • Business Property Relief & Agricultural Property Relief
    • Diversification without tears
    • First death planning
  • EBTs and EFRBs
    • Remaining planning opportunities
  • Long Term Asset Holding Entities
    • Family Limited Partnerships (‘FLPs’)
    • Family Investment Companies (‘FICs’)
    • Combining FLPs and FICs with Relevant Property Trusts
  • Excluded Property Trust Planning post Finance Act

This pre-recorded webinar will be streamed at 12:30pm on Wednesday 2nd September 2020 and will remain available to view by delegates who have registered by then for 90 days.

 

Stephen Woodward
swoodward@threesone.law