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Practical Tax Planning - How to Create & Write Tax Planning Reports

Practical Tax Planning - How to Create & Write Tax Planning Reports

Select a date

12 Aug 2024
16 Dec 2024
28 May 2025

Session

12 Aug 2024

9:30 AM ‐ 4:30 PM

Session

16 Dec 2024

9:30 AM ‐ 4:30 PM

Session

28 May 2025

9:30 AM ‐ 4:30 PM

With a SmartPlan £288

With a Season Ticket £320

Standard price £640

All prices exclude VAT
Level
Introduction: Requires no prior subject knowledge
CPD
5 hours
Group bookings
email us to discuss discounts for 5+ delegates

Introduction

This 5 hour live broadcast session 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.

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 session to ensure that you are giving your advice in a simple and comprehensive way. This session 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

What You Will Learn

This live and interactive session will cover the following:

  • How to identify who the report should be aimed at and the main areas
  • 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

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.