Family Tax Planning - The Capital Landscape

Course outline:

This is a highly relevant and practical refresher and update programme on family tax planning opportunities. It examines the key taxes affecting individuals and their businesses throughout the various stages of life, helping advisers ensure that clients' affairs are structured and managed as tax efficiently as possible.

The course encourages a proactive approach to client relationships by identifying current and potential tax exposures and highlighting opportunities to achieve tax savings, whilst avoiding pitfalls. Delegates will gain practical insights into how effective planning can help clients preserve and pass on wealth more efficiently.

Our 2027 programme is divided into two dedicated sessions, the first focussing on income tax and the second on capital taxes.

This outline relates to the Capital Taxes session and explores the current capital tax landscape, covering both capital gains tax and inheritance tax, with a particular emphasis on practical planning opportunities, recent developments and areas of risk.

Both sessions incorporate a review of relevant legislative changes, current planning techniques and important case law developments. Practical examples, illustrations and real-life scenarios are used throughout to ensure that the material is informative, engaging and directly applicable to day-to-day client work.

CPD Hours: 2