CPD Hours Level
Seminar 3 IntroductionInformation
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SRA Competency B


Passing assets and wealth to the next generation may be good planning for inheritance tax purposes but if not carefully planned can lead to an unexpected and unwelcome capital gains tax charge.

This course looks at how capital gains tax can arise when transferring assets to the next generation and how to mitigate against this charge through careful planning.

What You Will Learn

This course will cover the following:

  • The principles of the capital gains tax charge
  • Business and non-business assets
  • The annual exemption
  • Holdover relief
  • Rollover relief
  • The new HMRC restrictions on voluntary liquidation gaining CGT treatment
  • Employee ownership trusts
  • Valuation
  • Chattel relief
  • Principle private residence relief
  • Quoted and unquoted shares
  • Postponing or accelerating the CGT charge
  • Notifying HMRC of gains and losses
  • How to deal with HMRC enquiries

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Seminar | 12.07.2018

London | 2:00pm - 5:15pm

Capital Gains Tax & Gifts of Assets - A Succession Planning Toolkit

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2:00pm - 5:15pm
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Discounts are available for multiple places and if you have 5 or more people interested in this course and would like to discuss holding it in your area or on an in-house basis then please email us at information@mblseminars.com
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