Course Details

The course is designed for practitioners advising owner managed businesses (excluding transfers to trusts) of the capital gains business asset disposal relief (BADR) and gift relief conditions, how to claim the relief, looking at practical issues and careful planning interactions between BADR and gift relief.

 

This is not a common area for small to medium sized practices, so the course is aimed at those who wish to either recap the reliefs and is also suitable for those who are less familiar especially in view of the pending budget. 


In this course Philip Dolman covers the following topics:

  • BADR conditions with examples
  • Practical issues of BADR
  • Gift relief conditions and examples
  • Practical issues of gift relief
  • Interaction between BADR, Gift relief and Inheritance tax

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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.