With people living to a much greater age, various governments, to try to encourage people to save for the future, changed the pensions’ regime dramatically in 2006 and have played around with it incessantly thereafter. So, the system remains horrendously complex but the rules present many opportunities. The course will look at the world of pensions to see how they impact upon clients especially in the area of retirement and estate planning. It is not a financial services course and will not be dealing with products from a financial services aspect but will be looking at how the latest available products can assist the tax planner!
The online booking facility for ICAEW Beds, Bucks & Herts virtual courses close two working days prior to the event date. If you wish to book after that date please either email the Events Information Team at email@example.com or contact the event organiser, Kim Shield, at firstname.lastname@example.org or call +44 (0)1223 654 682.
Course code: ICAEW Beds, Bucks & Herts 27/20
In view of the huge amount of material covered in the above points, the course will not be dealing with offshore pensions such as QROPs nor will it deal with Auto Enrolment. The outline was drafted before Brexit which may lead to changes but it is unlikely that all the new freedoms will be withdrawn.
Partners and staff involved in the provision of advice to clients.
The online booking facility for ICAEW Beds, Bucks & Herts virtual courses close two working days prior to the event date. If you wish to book after that date please either email the Events Information Team at email@example.com or contact the event organiser, Kim Shield, at firstname.lastname@example.org or call +44 (0)1223 654 682
Registration begins 15 minutes prior to course start time.
You can pay for BBHSCA courses individually or pre-purchased course vouchers at £325.00+VAT, which represents a saving of up to £30 per delegate.
Please note when you purchase vouchers you will be issued with a unique code, you must book each course separately online using this code otherwise your attendance is not registered.
Please note that these vouchers can be used for any existing BBH CPD courses from 1 October 2019.
All purchased 2020/2021 vouchers must be used by 31 March 2021.
Tuesday 25 February 2020
Topical tax tips
Employment taxes and pensions update including IR35/off payroll
Wednesday 11 March 2020
Anti-Money Laundering refresher and update
Thursday 23 April 2020
Financial reporting update
Tuesday 05 May 2020
Tuesday 19 May 2020
Family tax (Date changed due to The Budget)
Introductions to trusts
14:00 - 17:30
Tuesday 02 June 2020
14:00 - 17:00
Wednesday 10 June 2020
09:30 - 13:00
Wednesday 11 September 2020
Finance Act 2020 (Date changed due to The Budget)
Wednesday 23 September 2020
Incorporation vs. Disincorporation
Thursday 08 October 2020
Financial reporting and audit update
Tuesday 13 October 2020
Monday 19 October 2020
Payroll hot topics and CJRS review
Wednesday 04 November 2020
Wednesday 18 November 2020
Charities accounts and scrutiny issues
Pensions and tax planning
Tuesday 24 November 2020
Excel skills for finance professionals
Legal update for SME practitioners and clients
Robert Trunchion MSc CTA FCA TEP
Bob is a tax partner with MHA MacIntyre Hudson (MH) and is the Head of Tax Training at MacIntyre Hudson Advisory Services LLP (MHAS). He lectures on a range of subjects including the tax implications of buying and selling companies, capital tax planning, pensions, probate, trusts and the interaction between tax and accounts. He is involved in a number of niches such as solicitors, farmers and the medical profession and in the professional indemnity insurance aspects of tax work. He has appeared on national radio and television talking about inheritance tax matters. He continues to be involved with clients on both a consultancy basis and within MH.
After service in the Royal Navy, Bob qualified as a Chartered Accountant with Coopers and Lybrand (now PwC) where he specialised in corporate taxes. He joined MH in 1985 where, perforce, he had to deal with every shape and size of tax! He has been lecturing on tax for MHAS for over 25 years and has seen the scope and complexity of tax legislation go up by more than a factor of 10!
Cancellations and late bookings
If you cannot attend you can transfer your place to another individual. Transfers can be made anytime up to two days prior to the event. Cancellations received less than 14 days before the event date will not be refunded. All cancellations must be made in writing. If BBHSCA has to cancel the event, our liability in the event of cancellation is limited to a full refund of the fee.
BBHSCA reserves the right to change the timing of the programme, the speakers, the date or the venue of the courses advertised. The content of individual courses may be subject to variation.
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