CAPITAL TAX UPDATE

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This talk will explore tax developments and IHT/CGT planning ideas. The presentation will bring you up to date on any changes which are brought into effect from any further budgets which occur prior to the conference.

• The 3 March Budget did not make a lot of changes on personal tax, leaving tough tax choices to a second Autumn 2021 Budget, or perhaps to 2022. With changes to IHT & CGT in the firing line, what planning with wills and estates can clients do? The focus will be on mainstream planning that can work.
• The Office of Tax Simplification (OTS)’s second report on CGT in May 2021: what key proposals were made and what is the current thinking on their ideas to restrict “CGT uplift” on death etc?

John Bunker, Solicitor, Chartered Tax Adviser and Lecturer