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Capital Gains Tax Planning for Individuals, Estates, and Trusts in 2024

£25 plus VAT

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Details
Date: Thursday 18th April 2024
Speaker(s): John Bunker
CPD Time: 1 hour
Duration: 1 hour
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The huge reductions in the annual exempt amounts for CGT highlights the importance of clients planning ahead for future capital gains, including executors and trustees. This talk will try to take a longer term view, to see how we can encourage clients to do longer term CGT planning. We will consider:

  • What happens to gains in an estate and the assets transferred to a trust or beneficiaries?
  • Where are the potential exemptions and reliefs?
  • What options are there to “hold-over” gains, for trustees and individuals?
  • How does CGT planning fit in with IHT and the asset protection aims of some trusts?
  • How can individuals deal with large, built-up gains, eg on property?

John Bunker, Solicitor, Chartered Tax Adviser and Lecturer

£25.00 + VAT

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