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"Estate Planning Update"
Speaker: Matthew Hutton
Date: October 18 2007
Time: 1-2pm (1 CPD hour)
Level: intermediate/advanced/updating
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DESCRIPTION
It has never been easy for lawyers advising private clients to keep up to speed with developments in capital taxation and estate planning. And with current HMRC attitudes to tax avoidance, it is often difficult to know precisely what is the best advice to give. An awareness and understanding of tax issues as they occur is essential to that process. For an example of this, consider the professional reaction to the Chancellor's Pre-Budget Statement on 9 October!
On 19 July 2005 Matthew Hutton began a periodic series on such developments. The next EPU presentation, the eighth in the series, is scheduled for 18 October. Based on his well-received quarterly Capital Tax Review (CTR), the presentation will cover legislative changes, developments in HMRC practice and planning points - all with specific practical application. Each Issue of CTR contains some 25 such points in the areas of Capital Gains Tax, Inheritance Tax and Miscellaneous. Matthew will take a selection of just 7 of these for his presentation on 18 October, as he plans to devote 30 minutes of the presentation to the Pre-Budget Report. |
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AgendaAGENDA
A. THE PRE-BUDGET REPORT OF 9 OCTOBER 2007
1. IHT = the Transferable Nil-Rate Band for Spouses and
Civil Partners
2. CGT: the Removal of Taper Relief and the single 18% Rate
for 2008/09
3. Non-UK Domiciliaries: the Annual Cost of the Remittance
Privilege for UK Ordinary Residents
B. CAPITAL GAINS TAX
1. Allowable Losses: Critique of HMRC's Guidance on TCGA 1992 s16A
2. Main Residence Relief: Lettings Relief & Dependent Relative Relief
3. CGT Main Residence Relief: The Lettings Extension - Engineering a Measure of Relief
C. INHERITANCE TAX
1. Trusts for Children: HMRC Guidance on Age 18-to-25 Trusts
2. Schedule 20: Transitional Serial Interests - a 'Rogue' HMRC View?
3. Trusts: A Miscellany of Points
4. The Settlements Legislation: Can you Add Value without Adding Property?
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Matthew Hutton
Matthew Hutton is a non-practising solicitor (admitted 1979) and chartered tax adviser who now devotes all his professional time to lecturing and writing on taxation.
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Suitable for
*Solicitors & Legal Executives
*Barristers (New Practitioners/Established Practitioners Programme - other CPD activity courses)
*Accountants (if members of the ICAEW consider that any of our courses qualify as structured CPE within the Institute's guidelines they may count the number of hours X 3 towards meeting their CPE point requirements.) |  |
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 Packs Available
PACKS AVAILABLE INCLUDE:
A. CD RECORDING PACK
Watch the lecture on your computer No additional software or installation required.Unlimited viewing (NOT time locked)Lifetime guarantee
Price: £63.60
B. DVD RECORDING PACK
Watch the lecture on your TV(Also compatible to watch on a Macintosh computer)Unlimited viewing (NOT time locked)Lifetime guarantee
Price: £63.60
All packs include notes & slides.
**FREE POSTING**
No VAT payable |
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BOOKING INFORMATION
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BOOKING FORM
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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 |  |
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