Private Client Update
Tuesday, 26 March 2019 14:00 - 17:00
About this Event
This private client update will cover some of the most topical planning areas in this space and is an essential update for practitioners working with private clients, in both family and estate planning.
Specifically, Robert will cover:
-Mandated trust income and tax returns
-Who is taxable on a benefit in kind?
-The dilemma of incorporating a property letting business
-An entrepreneurs’ relief rethink
-Entrepreneurs’ relief – disposal of trust business assets
-Principal private residence relief restrictions
-Case studies on the IHT residence nil rate band
-Are multiple trusts still useful?
-A significant victory for the taxpayer
-Deeds of variation – a review of planning opportunities
Retired Members: Free
About the Speaker
Robert Jamieson, Mercer & Hole
Robert Jamieson has been a partner of Mercer & Hole since it merged with Adam Broke & Co in October 2001. He is a former President of The Chartered Institute of Taxation in 1999 and is also on the Editorial Board of the weekly magazine "Taxation."
Robert has contributed to various publications and written a Tax Digest for Accountancy Books on "Close Company Problems."