Family Tax Planning - The Income Landscape

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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.  

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 Income Landscape, which focuses on income tax planning opportunities for individuals, families and owner-managed businesses. The session explores strategies to maximise reliefs, exemptions and available allowances whilst ensuring planning arrangements remain effective and compliant. 

Both sessions will incorporate recent developments, current planning techniques and relevant case law. Practical examples, illustrations and real-life scenarios will be used throughout to ensure that the course is informative, engaging and directly applicable to client work. 

Key features of this session will include:
  • Family provision for spouses, civil partners and children 
  • Income shifting within the family: opportunities, limitations and anti-avoidance considerations 
  • Income tax planning involving jointly owned assets 
  • Maximising the use of allowances and reliefs  
  • Income tax planning and profits extraction strategies for owner-managed and family businesses 
  • Family investment companies and partnerships: their uses, advantages and potential drawbacks. 

 

CPD Hours: 2

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