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You are here: Course Outline

Whole of Life Tax Planning

Credits:4View Alternative Price Options
Course Code: 2120

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Who should attend

Practitioners who advise individuals and their families on tax matters.

Course Content

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.

The course will cover:

  • Children’s income and gains 
  • Two recent settlement cases
  • Dividends – the end of an era
  • Write-off of close company loans and dividend rates
  • Main residence relief
  • Higher rates of SDLT
  • Family investment companies
  • Recent pension developments – a minefield?
  • Deathbed planning – rights issues
  • IHT residence nil rate band and downsizing