Course Details

This course is designed for practitioners who are working in small to medium sized practice and act for client’s earning in excess of £100,000. Fiscal drag has resulted in more taxpayers earning over this limit and has resulted in an increase of new personal tax clients looking for tax advice. The course will explore various income thresholds such as tax bands, child benefit, pension, annual allowance and various ways to reduce a taxpayers liability. 

 

Philip Dolman will cover the following topics during this presentation:

  • Various income limits and implications 
  • Pension annual allowance calculation  
  • Abatement of pension annual allowance for high earners 
  • Annual allowance excess charge
  • EIS, VCT and SEIS scheme

 

By attending this course, you will:

  • Identify various income thresholds and implications for self-assessment accuracy
  • Consider planning options to be able to help clients reduce a tax liability

 

This course will be of particular interest to anyone who prepares personal tax returns or advises individual clients.


Course Level: Intermediate

 


CPD Course Speaker

Dolman Chartered Accountants

Philip Dolman

Phillip runs a medium sized accountancy practice on the outskirts of Bristol, providing accounting, taxation compliance and planning services to individuals and owner managed businesses. Phillip enjoys using his wealth of technical experience to help clients with a range of taxation solutions in respect of business succession, tax mitigation, restructuring or providing capital tax planning for high-net-worth individuals. Actively running his own busy practice, he understands the practical challenges of tax legislation and focuses his courses towards those in small or medium sized practice. Phillip has extensive experience writing and presenting taxation courses for students preparing for their professional exams. In his spare time, he enjoys running, open water swimming, walking and spending time with his daughters.