Year End Tax Planning Tips (Feb 23)
Category: Tax | Duration: 1hr | Tag: VODUK2311 | Type: Video | Speaker: Rebecca Benneyworth | Date: 21/02/2023 10:00
Course Details
With the tax year end approaching, what are the key areas for you to check out so that you don’t miss tax planning opportunities? During this session Rebecca Benneyworth will cover a range of topics, all relevant to the end of the fiscal year, and bearing in mind some of the tax changes coming through in 2023-24
- Personal income tax – checking out National Insurance record before 6 April 2023; effective use of personal allowances; tweaking director salary; dividend allowance – use it or lose it; personal pension contributions – checking availability of unused relief
- Company taxation – rate increase coming – are you ready? Making companies inactive; plan for director salary next year; how about pension contributions? Using the last dregs of the super deduction
- Capital gains tax – annual exemption reducing; review of property owned by landlords; mortgage rate increasing and the impact on the property investment sector
CPD Course Speaker
Rebecca Benneyworth Training
Rebecca Benneyworth
Rebecca is an ICAEW Chartered Accountant. She is a lecturer, writer and consultant on a variety of taxes, lecturing extensively throughout the UK, to accountants, business people and also to HMRC and the Treasury. She has her own accountancy practice based in Gloucestershire, with a variety of small business and personal tax clients.
During the last two years, this has become a 100% digital practice. She is Chair of the HMRC Digital Advisory Group, providing help and support to HMRC in understanding the challenges that Making Tax Digital presents to small businesses and their advisers.
She is also a member of the Admin Burdens Advisory Board, an independent advisory group to HMRC monitoring the burdens which the tax system imposes on businesses.
During the last two years, this has become a 100% digital practice. She is Chair of the HMRC Digital Advisory Group, providing help and support to HMRC in understanding the challenges that Making Tax Digital presents to small businesses and their advisers.
She is also a member of the Admin Burdens Advisory Board, an independent advisory group to HMRC monitoring the burdens which the tax system imposes on businesses.