Speaker: John Bunker
CPD Time: 1 hour
Duration: 1 hour
An update on any significant developments in private client taxation, reflecting any changes in 2023, but will include:
Following the Autumn Statement’s squeeze on taxpayers, with stealth taxes and reductions in allowances, some careful thinking is needed by clients, including executors and trustees. Many clients will be paying more tax, in lifetime or on death, simply by doing nothing. IHT is the classic “stealth tax” where the IHT “tax take” is increasing by a third over 5 years. There are opportunities for reviewing estate planning, for individuals and couples, which can help mitigate the effects of this squeeze.
We will explore these areas on which you might advise clients:
John Bunker, Solicitor, Chartered Tax Adviser and Lecturer
£25.00 + VAT