CPDStore

31st Oct, 10:00

Rebecca Benneyworth - Autumn Budget 2024

Speaker: Rebecca Benneyworth – Rebecca Benneyworth Training

In this session, Rebecca Benneyworth will analyse the essential information from the Budget, highlighting the key points and measures announced; as well as providing a brief initial analysis of the implications and commentary on how the measures may impact practitioners, businesses and individuals.

Course Level: Intermediate

31st Oct, 12:00

CGT Practical Update - October 2024

Speaker: Barry Jefferd – George Hay Chartered Accountants

Capital Gains Tax (CGT) typically affects individuals and businesses who are looking to dispose of something that could be considered an ‘appreciating asset’. As with any tax, careful and proactive planning is often the key to minimising liabilities, and with CGT in particular timing is often paramount. The OBR estimates that CGT will raise £15.2 billion (0.5% of national income) in 2024/25, which equates to £530 per household. Considering that CGT is likely to be a target for the new administration in the upcoming Autumn Budget, the impact of any significant changes to policy is bound to be felt far and wide. This presentation will cover the most common strategies that can be used to minimise CGT liabilities, and how these are impacted by any announcements in the Chancellor’s Budget, giving you a clear idea of how to move forward with tax planning in the months ahead.

In this session, we will discuss the importance of timely and thorough planning when it comes to CGT, considering the large sums of money often involved. We will discuss the outcome of the Autumn Budget in relation to CGT, and what any announcements mean for planning already undertaken and moving forward.


• The importance of proactive planning in respect of CGT
• Common CGT planning strategies, including use of reliefs
• The outcome of the Autumn Budget and how this will influence planning and liabilities moving forward (as well as planning already undertaken), for both private clients and businesses
• Practicalities of communicating changes to clients and identifying those most significantly impacted
• Key considerations when it comes to mitigating the effects of the Budget and how to match strategy to circumstance

By attending this session, you will learn about the ways in which we can minimise exposure to CGT with considered planning, taking into consideration the outcome of the Chancellor’s Budget.

This session will be of most interest to Tax advisers and business owners

Course level: Intermediate

31st Oct, 14:30

Rayney's Tax Toolkit for Owner Managers

Speaker: Peter Rayney – Peter Rayney Tax Consulting

Following the 30 October 2024 budget there is likely to be a number of structural changes to our capital tax regime. This course will concentrate on how these affect typical owner-managed company transactions and other tax issues. This will give delegates an early view of the impact of the Autumn Budget 2024 on businesses and their owners.

Peter Rayney will cover the following topics during this session:

• Profit extraction in 2024/25
• Corporate structures for asset protection
• Succession planning strategies
• Shielding business wealth from divorce and break-ups
• Exit via own-share purchases
• Planning for a company sale

By attending this course, you will gain a fully up-to-date view on topical and practical tax issues affecting owner managers and ‘their’ companies.

This course will be of particular interest to general practice partners and managers, tax advisers, lawyers and business owners.

Course Level: Intermediate