POST-BUDGET PRIVATE CLIENT UPDATE

Whom does the seminar benefit?

Lawyers, accountants and tax advisers who will be helping private clients with their tax planning following Rachel Reeves’ Budget on 30 October 2024.

Content

· Key CGT and IHT changes

· Pension modifications

· Abolition of furnished holiday lettings tax regime

· Tax and rounding – an interesting outcome!

· Business asset disposal relief and life interest trusts

· IHT – trading or investment?

· Normal expenditure exemption and multiple trusts

· Silver divorces

· Family Investment Companies and HMRC

Host or Publisher STEP Northern Ireland