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Introduction to tax: private client seminar

Date: 28th August 2019

Time: 12:00 - 16:10

Location:
Introduction to tax: private client seminar Perth Theatre
Mill Street
Perth
PH1 5HZ

CPD Hours: 3hours

This half day seminar will explore the fundamentals of tax law and outline recent changes, from Scottish income tax to changes to capital gains tax, and how to best advise your clients on these matters.
Training Details


3 hours verifiable CPD

Perhaps more than any other area of law, tax law can be relied upon to become more and more complex as the years go by. As such, solicitors wishing to deliver tax services to clients can easily be caught out by the pace of change.

This seminar will explore the fundamentals of tax law while outlining key recent changes, from the Scottish income tax to changes to capital gains tax.

 

  • Apply what you've learned when advising clients on fundamental personal tax matters
  • Familiarise yourself with both the basics of personal tax and more recent legislative changes
  • Better manage client expectations, having built an understanding of common issues when advising clients and how to manage them.
  • John McArthur, Partner, Gillespie Macandrew
  • Alison Pryde, Senior Tax Manager, Gillespie Macandrew
  • Ross Brown, Partner, BTO
  • Ross McConnell, Chartered Accountant
  • 12:00 - 13:00

    Registration and lunch
  • Speaker
    John MacArthur, Partner, Gillespie Mcandrew
  • 13:50 - 13:50

    Capital gains tax

    • Who and what is chargeable to CGT?
    • Calculating the gain 
    • Rates of tax (identifying what is residential property)
    • Main exemptions and reliefs
    • Reporting the gain and payment of tax

     

    Speaker
    Alison Pryde, Senior Tax Manager, Gillespie Macandrew

    13:50 - 14:30

    Inheritance tax

    • The basics of inheritance tax and key legislation 
    • Transferable nil band rate 
    • Advising clients on inheritance tax planning

    Speaker
    John McArthur, Partner, Gillespie Macandrew
  • 14:30 - 14:45

    Refreshments and networking
  • 14:45 - 15:25

    Income tax

    • Calculation of income tax and key rules 
    • Dividend allowances, married couple allowance and other provisions
    • Challenges and opportunities of new Scottish income tax

     

    Speaker
    Ross McConnell, Chartered Accountant

    15:25 - 16:05

    Tax, investment and pensions

    • Tax-efficient pension arrangements
    • Advising clients on financial planning 
    • Assessing risks and liabilities

    Speaker
    Ross Brown, Partner, BTO
  • 16:05 - 16:10

    Closing remarks

Prices

prices exclude VAT

Member:
£129.14
 
New member:
£116.67
 
Accredited Paralegal:
£116.67
 
Trainee:
£116.67
 
Unemployed member:
£104.17
 
Non-member:
£141.67
 

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