Course Details

This course is designed for practitioners acting for owner managed businesses who need a refresher in respect of company and unincorporated loss relief. There will be a strong focus of considering the bigger picture which you may wish to consider when giving client advice, stepping away from compliance and adding value to clients.

 

In this course Phillip Dolman covers the following topics:

  • Recap of the rules for unincorporated businesses in respect of current year, prior year, carry forward, incorporation, extend to capital gains, early loss relief and terminal loss relief.
  • Recap rules for single incorporated businesses to include current year, carry back and carry forward relief
  • Recap of group relief for small groups of companies
  • Practice led scenarios and planning considerations of which loss option to use
  • How to claim relevant loss relief for clients.

 

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CPD Course Speaker

Dolman Chartered Accountants

Phillip 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.