Course Details

Earlier in the year, we took a look at year end tax planning. But now is a good time to look further ahead and plan for some of the issues coming up over the next few years, in 2026 and beyond. Major changes lie ahead in Capital Gains Tax and Inheritance Tax; there are other changes coming up too, and no doubt there will be more. This session will guide you through some of the issues to consider.

 

Topics to be covered will include:

 

• Capital Gains Tax: maximising the vanishing benefit of business asset disposal relief

• Inheritance Tax: planning for the inevitable in an ever-shifting landscape

• Furnished holiday lets: down but not entirely out yet

• Business incorporation: is it still worthwhile, and when?

• Other key deadlines coming up, including pensions and capital allowances

• What else might we see in the years ahead & how can we plan for it?

 

By attending this session, delegates will be able to advise clients on the major tax issues and deadlines coming up over the next few years and help them plan ahead.

 

The session will be of benefit to general practitioners, tax advisers, accountancy students, and business owners.

 

Course Level: Foundation / Intermediate 

 


CPD Course Speaker

BSc FCA, Author and Presenter

Carl Bayley

Carl Bayley is the author of a series of plain English tax guides designed specifically for the layperson and the non-specialist (available from www.taxcafe.co.uk). His particular speciality is his ability to take the weird, complex, inexplicable world of taxation and set it out in the kind of clear, straightforward language taxpayers themselves can understand. Carl takes the same approach when speaking on taxation, a role he frequently undertakes with great enthusiasm, including his highly acclaimed annual ‘Budget Breakfast’ for the ICAEW. He has spoken on taxation on radio and television, including the BBC’s ‘It’s Your Money’ programme and BBC Radio 2’s Jeremy Vine Show. Carl is a past Chairman of the Tax Faculty of the ICAEW and former member of the Institute’s governing Council and Board. Aside from his tax books, Carl is an avid creative writer. His first novel, Trinity of Souls, was published in 2024, with his second, Destiny of Souls, following in March 2025. When he isn’t working, he takes on the equally taxing challenges of hill walking and horse riding: his Munro tally is now 106 and, while he remains a novice rider, his progress is cantering along nicely. Carl lives in the Scottish Borders, where he enjoys spending time with his partner, Linda.