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16th April, 10:00

Rebecca Benneyworth Tax Update - April 2024

Speaker: Rebecca Benneyworth - Rebecca Benneyworth Training

Rebecca will cover recent changes relevant to the taxation of small businesses and their owners, and current hot topics for the smaller practice.

The exact content will vary depending on what the current climate is, but Rebecca will be covering a wide range of topics, for instance,
• Corporation tax for small companies, including tax planning ideas.
• Research and development tax relief – all change again?
• Self-assessment season – points to watch
• Tax efficient extraction of profits for the owner manager
• Director loan accounts – topical issues and how best to manage this area.
• Developments in Making Tax Digital for income tax.
• Current developments on employment taxes and benefits in kind
• Dealing with non-fiscal year ends under self-assessment – what you need to know.
• Basis period reform – what goes where on the 2024 tax return?
• Spring Budget 2024 – a roundup of the changes
• Tax planning for the smaller business – incorporation and other ideas
• Developments in agent services & dealing with HMRC.
• Future changes – is there anything we need to do now?
• Finance Act 2024
• Autumn Statement 2024 – a roundup of the changes
• Any major changes affecting small businesses will be covered in detail.

Course Level: Intermediate

16th April, 12:10

Tax Investigations & Disputes Update - April 2024

Speaker: Sarah Scala - NHD Tax Solutions Ltd

Accountants and tax advisers are constantly exposed to a risk that HMRC could open an enquiry or investigation to check the tax position of a client. The professional adviser is not expected to be able to support their client singlehandedly through that HMRC intervention and it is extremely valuable for the adviser to keep informed of latest HMRC developments in the world of tax disputes and to know when to reach out to a tax dispute specialist for support which can supplement the service that the professional adviser offers their client base. This is the purpose of this webinar.

In this session Sarah Scala will cover the following topics:

• What HMRC say they are currently focusing on.
• What issues tax disputes specialists are currently seeing.
• The latest HMRC nudge campaigns and what to do if your client is contacted.
• What options are available to you if you need to make a disclosure to HMRC on behalf of a client.
• Top tips for effectively handling a HMRC enquiry and bringing it to conclusion in good time and for the right settlement.

By attending this session, you will learn/understand: -

• What HMRC are most likely to contact your clients about.
• How to approach the first conversation with your client about that issue.
• When to bring in specialist support and how to approach this with your client.
• The role of you and your team in a dispute related matter and how best to support your client.

This session will be of most interest to Tax Advisers and Accountants

Course level: Intermediate

18th April, 10:00

Introduction to R&D - April 2024

Speaker: Simon Briton – Quantify.tax

Course details will be available closer to the event date.

18th April, 12:10

Minor Gains: What You Need to be Aware of

Speaker: Carl Bayley – Author & Presenter

The Capital Gains Tax (‘CGT’) annual exemption has fallen dramatically from £12,300 in 2022/23 to just £3,000 in 2024/25. This has major implications for tax planning, reporting, and practice workload, with tens of thousands more taxpayers being caught in the CGT net. In this session, we will look at the issues practitioners need to be aware of to enable them to advise clients on other ways to mitigate their CGT bills, and prepare for the additional workload coming their way.

Carl Bayley will cover the following topics during this webinar:

• A brief recap of the current CGT regime, including reporting requirements.
• Maximising the deductible base cost: what is allowable?
• Base cost quirks to watch out for
• CGT reliefs: savings and deferrals
• Practical tips on calculating CGT for clients.

By attending this session, delegates will be prepared to deal with the significant increase in the number of taxpayers caught in the CGT net arising as a result of the dramatic reduction in the annual exemption.

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

Course Level: Intermediate