Pre Year-End Tax Planning

OBJECTIVES

This webinar will look at pre year end tax planning ideas in the light of current tax developments. It will cover personal tax planning encompassing both income and capital taxes and also planning for limited company owners and managers in relation to their company tax liabilities and obligations.

KEY TOPICS

• Tax planning – where are we now? The current environment in the light of the ‘closing the tax gap’ pressure.
• Income tax planning – reviewing income pre year end. Cliff edge strategies; is it too late to plan?
• Capital gains tax – key planning areas to consider
• Inheritance tax – planning for the 2026 changes
• Owner managers – profit extraction strategies; tax in the company and appropriate planning points

WHO SHOULD ATTEND

Partners, managers and tax staff and general practitioners advising clients on their likely tax liabilities.