Best Sellers

1. Options for the Family Home in Wills (Ref: GSApril29)
2. Tax Update (Ref: GSJune10)
3. Estate Planning Update for Private Client Practitioners (Ref: MHJuly16)
4. Finance Bill 2008: Estate Planning Points for Private Client Practitioners (Ref: MHMay1)
5. LPA Training CD & Notes (Ref: SFE-LPA)

*The Family Business - Securing Tax Efficiency

Online Catalogue | LECTURES 2007 ALPHABETICAL | *The Family Business - Securing Tax Efficiency


January \| February \| March \| April \| May \| June \| July \| September \| October \| November\| December Terms & Conditions \| \| Contact Us \| View Cart \| Checkout \| Booking Form \| \| Sitemap

"Passing on the Family Business - Securing Tax Efficient Succession"

Speaker: Matthew Hutton
Date: June 14 2007
Time: 1-2pm (1 CPD hour)
Level: intermediate/advanced/updating

DESCRIPTION

Raids by the Chancellor over recent years on various Inheritance Tax mitigation arrangements (specifically the Pre-Owned Assets Regime from 2004/2005 and the new Inheritance Tax Regime for Trusts from 22 March 2006) make it all the more important to take full advantage of whatever tax 'breaks' there are.

This presentation will focus on Passing On the Family Business and specifically:

· Maximising the 100% relief for 'relevant business property': the distinction between trading and investment in the context of the 'wholly or mainly' test;

Avoiding excepted assets - and, specifically, countering HMRC Inheritance Tax's arguments on 'surplus cash' ;

Working the two year 'period of ownership' to your advantage;

Effective 'deathbed' planning;

Understanding the difference between business and non-business assets taper relief.

The material will be drawn from a chapter in a new Book on Estate Planning which Matthew Hutton will be publishing in November 2007 in both electronic and hard copy form.

PACKS AVAILABLE INCLUDE:
*Attendance at the live lecture
*Recordings on CD or DVD.

All packs include PowerPoint slides with notes. Notes and slides are emailed to delegates attending the live lecture.

HOW TO BOOK
Just "Add to Cart" (below) for your chosen product and, when prompted, select your chosen method of payment ie. by Credit Card or "invoice with order"

BOOKING FORM
Alternatively, if you wish, you can print off our booking form and send a cheque with your order.
Click here for our booking form.

PAYMENT
Cheques should be made payable to "CPD4Lawyers" (No VAT payable) and sent to:
3-5 King St, Brighouse, West Yorkshire, HD6 1NX
DX: 25356 BRIGHOUSE
Telephone: 01484 710571 Fax: 01484 400561

Online Catalogue | LECTURES 2007 ALPHABETICAL | *The Family Business - Securing Tax Efficiency

Best Sellers

*The Family Business - Securing Tax Efficiency

"Passing on the Family Business - Securing Tax Efficient Succession"

CD Pack "The Family Business - Securing Tax Efficiency"

Price: £63.60

DVD Pack "The Family Business - Securing Tax Efficiency"

Price: £63.60