Private Client Tax Planning Update, Following the Spring Budget

£25 plus VAT

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Date: Thursday 18th April 2024
Speaker(s): John Bunker
CPD Time: 1 hour
Duration: 1 hour
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This talk will reflect on the limited tax changes in the Autumn Statement in Nov 2023, and anything in the Spring Budget on 6 March, and how much it has (or hasn’t) changed the Stealth Tax world of squeezed / cut allowances, exemptions etc. We will consider:

  • What this means for advising clients, ahead of a likely General Election
  • Taking stock of key tax planning opportunities, including for Inheritance Tax
  • Specific action clients might wish to take in the stealth tax environment

John Bunker, Solicitor, Chartered Tax Adviser and Lecturer

£25.00 + VAT

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