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30 September 2019

Cradle to grave - tax planning for individuals and families

Category: MASTER COURSE

This practical one day course reviews the latest tax planning opportunities for individuals and families and gives topical ideas on how to minimise the tax bill through life. It will also include the planning opportunities available to civil partners and same-sex marriage spouses. It will cover income tax, CGT, IHT and relevant business tax issues.

Who should attend?

Those who require practical tax planning advice for families including married couples, civil partners and their children along with an update on personal tax.

What you will gain
Delegates will gain a comprehensive review of the tax planning opportunities from cradle to grave. This practical course reviews the latest tax planning opportunities for individuals and families and gives topical ideas on how to minimise the tax bill through life. It will also include the planning opportunities available to civil partners and same-sex marriage spouses. It will cover income tax, CGT, IHT and relevant business tax issues.

Programme outline

  • A comprehensive review of the tax planning opportunities from cradle to grave
  • Tax beneficial lifetime structures and estate management – including the use of trusts
  • Understanding residence and domicile tax issues
  • Tax for a married couple and their children - how to save tax and establish tax beneficial lifetime structures and estate management
  • Using children in a family business
  • Property investment, including buy-to-lets and holiday letting, rent a room relief and the new £1,000 property income allowance
  • IHT and CGT planning
  • Planning for tax-efficient payment of education fees
  • Business structures to maximise tax-efficient extraction of funds from businesses
  • Tax relief on travel and subsistence and working from home

The course starts at 9.30am. Lunch and refreshments are included.
6 CPD hours (where applicable). 

CIMA work in partnership with BPP Professional Education to offer CPD training courses

Booking Information

Date Location Price
30 September 2019 - 09:30 London Price: GBP 634.00
Member price: £571. Plus VAT on all prices.

Cradle to grave - tax planning for individuals and families

CIMA members and students should log in to MY CIMA before booking to receive the appropriate discount.

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