Course Details

The end of the UK tax year on 5th April is always an important date for tax planning, but this year there are plenty of extra issues to think about: with many businesses having aligned their accounting date with the tax year, the end of the furnished holiday letting regime, and major changes ahead for inheritance tax, to name just a few. This course provides you with an effective checklist of things to discuss with your clients.

 

In this course Carl Bayley covers the following topics:

  • Personal tax planning: pensions, savings, and capital gains
  • Business tax planning: action to consider before the year end or delay until after it – but without letting the tax tail wag the commercial dog
  • Planning for private company directors
  • The end of the furnished holiday letting regime: what can still be done?
  • Inheritance tax: what steps can be taken now to save tax in the long run?
  • Why 5th April 2025 is such a critical date for Making Tax Digital

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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 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’. 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 and is looking forward to the publication of his first novel, Trinity of Souls, in January 2024. 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. He has three children, and his first grandchild arrived in April 2021