Whole of Life Tax Planning

This course is designed as both a refresher and an update on family tax planning opportunities.  It will consider the relevant taxes affecting individuals in their personal and business transactions at various lifecycle stages so that these are handled in a tax-efficient manner.

Content 

• Children’s income and gains 
• Some thoughts on the settlements legislation 
• Tax-efficient benefits in kind for family members 
• Main residence relief problems 
• Permitted area for main residence relief 
• Business asset disposal relief and earn-outs 
• Family Investment Companies and HMRC 
• Using income gifts to fund trusts 
• Pensions and death benefits

The above content relates to 2023 only.