UK Private Client Taxation - Understanding the Basics

UK Private Client Taxation - Understanding the Basics


2 May 2024

9:00 AM ‐ 10:15 AM

With a SmartPlan £144

With a Season Ticket £160

Standard price £320

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


Are you a solicitor or accountant who last saw tax during your degree or your qualification ‘back in the day’?

Would you like an update of the main features of all the main taxes; income tax, capital gains tax, and inheritance tax?

Tax law is becoming ever more complex, but a knowledge of the basics is extremely useful for every busy professional in both working and home life.

This virtual classroom seminar will guide you through both the legislation and some carefully chosen case law introducing you to the latest in UK private client taxation; what concepts are essential to know in private client tax, and how to spot the truth in the media ‘designed to shock’ announcements.

What You Will Learn

This live and interactive course will cover the following:

  • Income Tax
    • Allowable deductions
    • Tax reducers
    • Impact of marriage
  • Employment Tax
    • Non-taxable benefits in kind
    • Taxable benefits in kind - the rule and the exceptions
  • Business Tax
    • Allowable deductions
    • IR35
  • Capital Gains Tax
    • Main residence relief
    • Business asset disposal
    • Rollover relief
    • Gift relief
  • Inheritance tax
    • What is a PET?
    • What is a chargeable lifetime transfer?
    • The nil rate bands

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.