The Taxcalc Podcast

Essential Tax Planning for Turbulent Times


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Planning for potential tax liabilities can be challenging, even during periods of political and economic stability. With the prospect of a new Government and major tax modifications on the horizon, how can you support your clients in managing that risk and uncertainty?

We were joined by tax planning expert and co-founder of Tag Tax, David Logan, to explore the key conversations you should be having with your clients and the main areas of tax planning you should be focussing on. We were also joined by Lorraine Ellison who shared her experiences using many of David’s strategies.


Key talking points:

  • Exit planning - how to support clients looking to sell in the next few years
  • Inheritance tax planning - how changes to exemptions and reliefs may affect your advice
  • With increased scrutiny of R&D claims, are they still worth the effort?
  • Are property incorporations the next ticking time bomb?
  • HMRC’s focus on Persons of Significant Control (PSCs) and what this means for your clients.

  • To watch the full webinar, please register here:

    https://campaigns.taxcalc.com/webinar-tax-planning-for-turbulent-times/

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    The Taxcalc PodcastBy TaxCalc


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