Retirement Tax Planning Issues for General Private Client Practitioners

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• An outline of some of the key tax issues to be considered when business clients are looking to retirement
• How BADR and CGT business gift relief works, any pre-retirement or succession planning that needs thinking about, IHT issues with gifts of assets with APR/BPR pre-sale etc.
• A guide for private client solicitors and other non-specialists, of the key tax issues to help clients plan ahead. The aim of this talk is to enable practitioners to give some initial advice, even if more specialist advice is then needed

Peter Rayney, FCA CTA (Fellow) TEP, Peter Rayney Tax Consulting, Corporate and Owner Managed Business Tax Specialist