It will assume delegates will have a little knowledge of trusts and how they work. It will contain various case studies to illustrate how useful trusts can be for the OMB and the farming sector and that as professional advisors, we should feel comfortable spotting when trusts can be useful and how we can be involved.
Course code 22/22
In advance of post pandemic budgets, content may need to change but we currently have a very benign capital tax regime. Unfortunately, wealth and succession planning operates in a real world of divorces, bankruptcies, illness and death! Trusts combine accessing capital tax planning techniques (and adding more) as well as being hugely useful as asset protection vehicles. The course is likely to cover:
Those who advise clients, especially in the OMB/ farming sector, on ‘family planning’ where trusts could be in point and how to use them to their maximum advantage.
Should you experience any difficulties booking onto the event, please go to our events support page - how to book. If you need assistance making a booking, please contact the Events Information team who will be happy to support with the online booking process.
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Your local event organiser will also be able to assist with any last minute questions if you are unable to reach our Events Information team.
Contact: Kim Shield
**BBH COURSE VOUCHER SCHEME
Five pre-purchased electronic course vouchers are available for members at £325+VAT. Vouchers can be purchased using a credit or debit card at icaew.com/bbhcoursevouchers. A unique code will be issued which can be redeemed when booking online against five half-day places on BBHSCA courses.
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!
BBH 2022 CPD Programme
Topical tax planning
Payroll and HR compliance update
Financial reporting update
IFRS hot topics and update
Excel spreadsheet review guide
Tax implications of different business structures
20 Accounting problems
MTD Income Tax
Accountants in business conference
Charity: accounting and scrutiny issues
Trusts – how to use and tax plan them
The online booking facility for BBH virtual courses closes at the start of the event.
Delegates will be sent details of how to pre-register for the event, together with a link to the notes and/or slides, seven days prior to the start of the event or as part of the booking confirmation if booked within seven days of the start date. On receipt you must pre-register to receive your unique link to access the event.
These are live webinars and will not be recorded or available after the event date.
CANCELLATIONS AND LATE BOOKINGSCancellations received less than 14 days before the event date will not be refunded. All cancellations must be made in writing to email@example.com 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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