Tax planning opportunities for 2022. 15 June 2022

Host group
Host Left
Hosted by
STEP Bournemouth
Event Type
Meeting/Seminar
Date
Venue

Bournemouth West Cliff Hotel
7 Durley Chine Road
Bournemouth
BH2 5JS
United Kingdom

Tax planning opportunities for 2022 to include:

  • Some thoughts on the settlement legislation.
  • Annual allowance charge and 'scheme pays'.
  • CGT and SDLT aspects of incorporating a property letting business.
  • The OTS's second report on CGT.
  • Income gifts to fund trusts.
  • Freezing operations.
  • Are pilot trusts still worthwhile?
  • Using related settlements.
  • Home sharing arrangements.
  • Family investment companies and HMRC.

Speaker:

Robert Jamieson

Robert qualified as a chartered accountant in 1972. He then joined Fi Training where he worked for 20 years before returning to professional practice, latterly as a partner (and now consultant) with Mercer & Hole. He is a past President of the Chartered Institute of Taxation and was on the editorial boards of Taxation and Simon’s Taxes.He was also the capital gains tax correspondent for Private Client Business. At the 2018 Tolley’s Taxation Awards, Robert was presented with the Lifetime Achievement Award.

Please complete the accompanying booking form and email it to Shona Cox at [email protected].

Cost group
Event Cost
Pound Sterling
50.00
STEP members and student members:
Pound Sterling
80.00
Non-members
Pound Sterling
0.00
University students
Schedule
13:30 - 17:30 BST
Contact
Add to Calendar 2022-06-15 00:00:00 2022-06-15 00:00:00 Tax planning opportunities for 2022. 15 June 2022 Tax planning opportunities for 2022 to include: Some thoughts on the settlement legislation. Annual allowance charge and 'scheme pays'. CGT and SDLT aspects of incorporating a property letting business. The OTS's second report on CGT. Income gifts to fund trusts. Freezing operations. Are pilot trusts still worthwhile? Using related settlements. Home sharing arrangements. Family investment companies and HMRC. Speaker: Robert Jamieson Robert qualified as a chartered accountant in 1972. He then joined Fi Training where he worked for 20 years before returning to professional practice, latterly as a partner (and now consultant) with Mercer & Hole. He is a past President of the Chartered Institute of Taxation and was on the editorial boards of Taxation and Simon’s Taxes.He was also the capital gains tax correspondent for Private Client Business. At the 2018 Tolley’s Taxation Awards, Robert was presented with the Lifetime Achievement Award. Please complete the accompanying booking form and email it to Shona Cox at [email protected] Bournemouth West Cliff Hotel 7 Durley Chine Road Bournemouth BH2 5JS United Kingdom STEP Bournemouth STEP Bournemouth Europe/London public