Course Details

This course is tailored to those who advise personal tax clients. It is common that you may receive instructions from a client or a firm of solicitors asking you to comment on the tax implications in respect of a potential financial settlement. At the end of this course, you will have an awareness of the capital taxation implications, awareness of provisions within the legislation specific to divorce and some practical scenarios.


In this session Phillip Dolman will cover the following topics:

  • Review of the pre and post April 2023 legislation in respect of divorce
  • Principal private residence
  • How to assess for taxation Mesher orders and crystalising equity disposals at a later date
  • Taxation of property swaps
  • Practical scenarios


By attending this session, you will be able to advise a client on the taxation implications in respect of a financial settlement and also recommend other options in order to mitigate taxation liabilities


This session will be of most interest to tax advisors or divorce legal advisors.


Course level: Advanced

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.