All You Need to Know…Managing Your Clients’ Wealth

WHAT WILL I GET OUT OF IT?
• update on tax rate changes for 2010/11
• new personal tax planning ideas following the Finance Act 2009
• in-depth review of the revised capital gains tax regime
• practical advice on how to maximise returns from company sales
• guidance on recent inheritance tax developments.

KEY FEATURES
• turning income into capital
• pension contributions in the run-up to 6 April 2011
• private residence planning
• pre-owned assets – what can still be done
• entrepreneurs’ relief – one year on
• tax planning for vendors of private companies
• discretionary trusts – action to be taken before 6 April 2010
• family debt scheme revisited
• business property relief planning
• tax-efficient will planning for 2010.

LECTURER
Robert Jamieson MA FCA CTA (Fellow)
Partner, Mercer & Hole
Past President, The Chartered Institute of Taxation

OTHER DATES AND LOCATIONS
4 December, London
11 December, Bournemouth
18 December, Birmingham