Course description

Cradle to Grave - Tax Planning for Individuals & Families

This practical course reviews the latest tax planning opportunities for individuals and families and gives topical ideas on how to minimise the tax bill through life. It will also include the planning opportunities available to civil partners and same-sex marriage spouses. It will cover income tax, CGT, IHT and relevant business tax issues.

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Suitability - Who should attend?

Those who require practical tax planning advice for families including married couples, civil partners and their children along with an update on personal tax.

Training Course Content

Content

A comprehensive review of the tax planning opportunities from cradle to grave
Tax beneficial lifetime structures and estate management – including the use of trusts
Understanding residence and domicile tax issues
Tax for a married couple and their children - how to save tax and establish tax beneficial lifetime structures and estate management
Using children in a family business
Property investment, including buy-to-lets and holiday letting, rent a room relief and the new £1,000 property income allowance
IHT and CGT planning
Planning for tax-efficient payment of education fees
Business structures to maximise tax-efficient extraction of funds from businesses
Tax relief on travel and subsistence and working from home

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