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Monthly Tax Updates

Monthly Tax Updates

Monthly Tax Update - June 2025

Date: 27th June 2025

Time: 10:00am - 11:00am

CPD hours: 1 hour

Pricing

Non member: £99.00 + VAT

Presenters

Presenter

Sharon Cooke

About Sharon

Presenter

Emma Gilbert‑Smith

About Emma

Objectives

To update delegates on recent and proposed changes in taxation that are relevant to their clients.

Key topics

MTD FOR INCOME TAX

  • How to report income from jointly held property
  • New ICAEW guidance: MTD for Income Tax and Professional Standards
  • Draft MTD for Income Tax engagement letter schedule published by ICAEW

HMRC AGENT AND EMPLOYER UPDATES

  • Agent Update 132 – 24 June 2025
  • Employer Update – 18 June 2025

COMPANY / DIRECTOR LOAN WRITE OFFS

  • Write off or release of an overdrawn director’s loan
  • What if the loan write off is between connected companies?

INHERITANCE TAX

  • Agricultural and Business property relief
  • Unused pension funds and death benefits
  • Consultation on APR and BPR reforms for trusts
  • No BPR for FHL business
  • Home loan scheme was effective for IHT
  • IHT chargeable on gifts made with reservation
  • Normal Expenditure Out of Income (Gifts)

Who should attend

Accountants in general practice who advise on tax planning and compliance.

Book now

What's Included

  • Expert Knowledge from an Industry-Leading Speaker
  • Verifiable CPD hours
  • CPD Tracking and Certificate
  • Live Webinar (if a future date is listed) with Q&A
  • The Recording of the Event
  • Supporting Materials