CPD Hours Level
Seminar 6 IntroductionInformation
'Very well thought out and provided relevant examples'
Mrs Williams, Tait Walker


This practical one day workshop with case studies, roundtable discussions and lots of interaction will provide you with a useful guide to writing tax planning reports for clients. It will identify the main contents and objectives of such reports and outline the key principles to be taken into account and cover the pitfalls to beware of.

In a single day out of the office you will be able to:-

  1. identify the main areas to be covered in a report
  2. prepare a list of key contents and tax issues for common scenarios
  3. go away aware of the benefits to be gained and risks to be explained in a tax planning report to your clients

It is suitable for anyone who gets involved in providing written advice to clients about their tax affairs and in particular tax staff and partners who give advice in detailed tax planning reports. If this is part of your job you need to attend this course to ensure that you are giving your advice in a simple and comprehensive way.

What You Will Learn

This workshop will cover the following:

  • How to identify who the report should be aimed at
  • Spotting what to use as the objectives of the report
  • How to summarise key contents identification
  • Explaining the key taxes to be covered
  • Identifying the key transactions
  • Explaining benefits to the clients
  • How to keep it understandable but comprehensive
  • Identifying the main risk areas - how to prevent mistakes in a report
  • Implications of recent developments in case law, HMRC Statements of Practice and Finance Act changes
  • Explaining reliefs and tax liabilities

The workshop will be based around some real life examples on:-

  • Selling a family business
  • IHT and Will Planning for a valuable estate
  • Maximising capital allowances on a property project
  • Mitigating tax liabilities on an owner-managed business
  • Leaving the UK to become non-resident

Book now

Future dates are coming soon.
Please let us know if you wish to be notified.
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Plan Information
Ticket Information
Group bookings
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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