Personal Tax Planning

What wil I get out of it?
• consideration of the principles that have to be applied to successfully mitigate taxation liabilities for individuals
• understanding of the problems and pitfalls associated with the implementation of tax planning strategies
• strategies for successful tax planning.

Key features
• avoidance, evasion and mitigation – the essential difference
• income tax planning principles
• capital tax planning – capital gains tax and inheritance tax
• planning in employment situations
• pension and wealth planning
• anti-avoidance schemes
• disclosure of tax avoidance schemes
• recent case law and other legal developments

Dates and Locations
2 July, London
3 November, London
12 November, Manchester
Please note all modules start at 09.30 and
finish at 13.00

LECTURER
Paul Soper FCCA
Lecturer, Broadcaster and Consultant