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Introduction to tax: private client seminar

Date: 28th August 2019

Time: 12:00 - 16:10

Location:
Introduction to tax: private client seminar Perth

CPD Hours: 3hours

This half day seminar will explore the fundamentals of tax law and outline recent changes, from Scottish income tax to changes to capital gains tax, and how to best advise your clients on these matters.

3 hours verifiable CPD

Perhaps more than any other area of law, tax law can be relied upon to become more and more complex as the years go by. As such, solicitors wishing to deliver tax services to clients can easily be caught out by the pace of change.

This seminar will explore the fundamentals of tax law while outlining key recent changes, from the Scottish income tax to changes to capital gains tax.

This seminar is one of a two part introduction to tax series, examining key aspects of tax law in detail. Click here to view the our small businesses seminar

Special offer - register for both seminars and save an additional 10% on each seminar. This offer can be combined with our Early Bird rate.

Contact CPD@lawscot.org.uk to take up this offer

 

  • Apply what you've learned when advising clients on fundamental personal tax matters
  • Familiarise yourself with both the basics of personal tax and more recent legislative changes
  • Better manage client expectations, having built an understanding of common issues when advising clients and how to manage them.
  • 12:00 - 13:00

    Registration and lunch
  • 13:00 - 13:10

    Welcome and introduction
  • 13:50 - 13:50

    Capital gains tax

    • Calculating business rates 
    • Adjustments and discounts and how to obtain them
    • Eligibility for relief 
    • Complex issues

     

    13:50 - 14:30

    Inheritance tax

    • The basics of inheritance tax and key legislation 
    • Transferable nil band rate 
    • Advising clients on inheritance tax planning

  • 11:05 - 11:25

    Refreshments and networking
  • 14:45 - 15:25

    Income tax

    • Calculation of income tax and key rules 
    • Dividend allowances, married couple allowance and other provisions
    • Challenges and opportunities of new Scottish income tax

     

    15:25 - 16:05

    Tax, investment and pensions

    • Tax-efficient pension arrangements
    • Advising clients on financial planning 
    • Assessing risks and liabilities

  • 16:05 - 16:10

    Closing remarks

Prices

prices exclude VAT

Member:
£129.14
 
New member:
£116.67
 
Accredited Paralegal:
£116.67
 
Trainee:
£116.67
 
Unemployed member:
£104.17
 
Non-member:
£141.67
 

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