CPDStore

10:00 - 11:40

A Deep Dive into The APR and BPR Changes

Speaker: Victoria Baguley-Wood - Saffery

Course details will be available closer to the event.

12:10 - 13:50

Future Tax Considerations for Rental Property & Sole Traders v’s Ltd Company

Speaker: Phillip Dolman - Dolman Chartered Accountants

Recent proposed and current budget changes have affected tax rates for national insurance, dividends and rental property income. Practitioners working in general practice would have seen a surge in client enquires seeking tax mitigation advice as their tax liabilities increase due to fiscal drag. Many client seeking advice in respect of restructuring their trade or rental enterprise in order to reduce tax liabilities. Unfortunately, there is no longer one clear strategy, and each client needs bespoke advice.

During this course we will review the current and proposed tax changes to owner managed business, sole traders and those renting property, what you need to consider as their tax adviser together with some common strategies and solutions you could recommend when providing advice.

In this session Phillip Dolman will cover the following topics:

• Review of the dividend and rental property tax changes
• Is incorporation of a trade worth it
• Tax considerations for disincorporation
• Ltd Rental property business v's personal ownership
• Incorporating rental property and other alternatives

After this course you will understand the impact of tax changes in respect of dividends and property income. You will also be able to explain the impact of restructuring their business together with other practical suggestions to recommend to your client.

This session will be of interest to those who provide tax advice or work in general practice.

Course level: Intermediate