ICAEW
  • Login
  • Event listing
  • How to Book
  • Contact Us
  • All Events
  • Virtual
  • In Person
  • On Demand
0
Basket
Event Details

IHT - core planning and compliance for the practitioner – hosted by ICAEW Beds, Bucks & Herts (District Society)

£99.00 + VAT
Available
In Person
East England
Beds, Bucks & Herts
Sep
20
Wed
09:30
-
13:00 BST
Schedule Type Title: Weekdays
Schedule Description: A comprehensive guide to IHT planning and compliance including the latest developments and pitfalls.
Sessions: 1
Session Hours: 3.50
Best Western Homestead Court Hotel Homestead Lane
Welwyn Garden City
Hertfordshire, AL7 4LX
Description
A comprehensive guide to IHT planning and compliance including the latest developments and pitfalls.
Book here
  • Description
  • Cost
  • Speaker
  • Directions
  • Programme
  • Additional information
  • Disclaimer

For lifetime, the focus is core planning techniques to mitigate current and potential IHT and CGT exposure. At death, planning techniques still exist, but the session will also include an essential guide to the IHT compliance process.

Case studies and illustrations will be used to highlight alternatives and practical issues.

Date and time Location
20/09/2023 09:30 - 13:00 Best Western Homestead Court Hotel Homestead Lane, , Hertfordshire, AL7 4LX

Event Information

Course Code 12/23

CONTENT:

  • Reviews, Recommendations and Speculation
  • Approach to IHT planning with clients
  • Five useful lifetime planning tools
  • Death – a guide to the IHT process and reporting
  • Five Death Estate planning fundamentals including variations
  • IHT and residential property - do’s and don’ts
  • BPR/ APR - five key pitfalls to avoid
  • Any new or recent developments

TARGET AUDIENCE:

This course is specifically designed to meet the needs of general practitioners who act for their clients in both personal and business tax matters and those managers and staff who specialise in tax and are seeking to further develop their capital tax experience.

Event enquiries 

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.

Just click contact us.

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.

Event Organiser - Kim Shield

  • kim.shield@icaew.com

  • T +44 (0)1223 654 682

    M +44 (0)7715 496 459

RATE

COST

BBH course voucher scheme** – 2023-2024

£72.00 + VAT

ICAEW member/non-member – for courses from 1 January 2023

£99.00 + VAT

ICAEW member - low/half rate – for courses from 1 January 2023

£72.00 + VAT

 

**BBH COURSE VOUCHER SCHEME

Five pre-purchased electronic course vouchers are available for ICAEW members to purchase. Once purchased, ICAEW members may allocate their use to non-members if they choose.

The 2023-2024 vouchers are available to purchase from 1 October 2022 for £360 + VAT and are valid to use on BBH half-day courses taking place until 31 March 2024

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. Vouchers can only be purchased by ICAEW members, but can be redeemed by any individual, including all staff.

Pat Nown CTA ACA ATT (Fellow)

Pat joined Mercia in 2008 as a tax consultant lecturer bringing a wealth of experience with her.

She originally trained and worked in the profession for Ernst & Young, Grant Thornton and KPMG before moving to the University of Derby as their senior tax lecturer. Her time at Derby included undergraduate and professional tax training as well as being involved in examinations and publishing projects for ACCA and other professional bodies.

This led to a ten-year period with the Financial Training Company now Kaplan where she was Tax Product Director for the Midlands as well as becoming well known as a prominent exam-based tax lecturer. She was also involved during this time with significant publishing projects for the company and other professional bodies.

Over her career Pat has been actively involved in the tax professional bodies including serving as a Council member for 12 years for the Association of Taxation Technicians.

Her role at Mercia involves writing and presenting CPD courses both online and face to face, conferences, workshops, and apprenticeship programmes. She has developed an impressive portfolio over the last 15 years including personal and capital taxes, trusts, employment, and owner managed business with a particular focus on practical issues and clarity. She also advises on practical technical tax support queries for a range of clients.

Directions from M1

Come off at Junction 6A (the M25 Junction) and follow the signs to the M25 (East), which takes you in the direction of Dartford & South Mimms. Once on the M25, come off at Junctions 23 which takes you to the South Mimms Services. From here, get onto the A1(M) North towards Hatfield. From here, follow the directions from the A1(M) below.

Directions from M25

From the M25 Junction 23 (South Mimms & Services) follow A1(M) North to Junction 4 and follow as below.

Directions from the A1(M)

Come off at Junction 4 and follow the signs towards Stanborough. Once on the A6129, continue all the way down until you reach the roundabout. Turn right at this roundabout towards Welwyn Garden City. You will pass the County Police Headquarters on your right. Continue going straight up and go straight over the roundabout (2nd Exit). You will pass Gosling Sports Park on your right-hand side. Continue going straight up, you will pass a petrol station on your left. At the next roundabout, turn right (2nd Exit), and at the next roundabout turn right (3rd Exit) towards the QEII hospital. Take the immediate first left down Woodhall Lane. Continue all the way down Woodhall Lane until you reach a T Junction. Turn Left. Go straight over the first mini roundabout, and straight over the second ( 3rd Exit). Take the first right turn, which is indicated by the brown tourist sign which takes you into Homestead Lane. The Hotel is on the left-hand side.

DATE

EVENT

SPEAKER

VENUE

TIME

CODE

MARCH

14 Tue

Topical tax tips

Rebecca Benneyworth

Welwyn Garden City

09:30-13:00

1/23

14 Tue

Payroll and HR compliance update

Jo Marshall

Welwyn Garden City

14:00-17:30

2/23

23 Thu

Financial reporting update

John Selwood

Luton

09:30-13:00

3/23

23 Thu

Tax update

Pat Nown

Luton

14:00-17:30

4/23

APRIL

27 Thu

Tax update

Pat Nown

Milton Keynes

09:30-13:00

5/23

27 Thu

Financial reporting update

John Selwood

Milton Keynes

14:00-17:30

6/23

MAY

17 Wed

Capital Gains Tax refresher

Jeremy Mindell

Luton

09:30-13:00

7/23

17 Wed

Charity accounts

Peter Herbert

Luton

14:00-17:30

8/23

25 Thu

Implementing Making Tax Digital – a practical guide

Rebecca Benneyworth

Virtual

09:30-13:00

9/23

 

 

DATE

EVENT

SPEAKER

VENUE

TIME

CODE

JUNE

15 Thu

Capital allowances: getting to grips with the changes

Martyn Ingles

Virtual

09:30-13:00

10/23

20 Tue

Expatriate Tax (Non-doms in the UK and Brits abroad)

Megan Saksida

Virtual

09:30-13:00

11/23

SEPTEMBER

20 Wed

IHT – core planning and compliance for the practitioner

Pat Nown

Welwyn Garden City

09:30-13:00

12/23

20 Wed

Transactions between a company and its directors - accounting, legal and tax implications

David Norris

Welwyn Garden City

14:00-17:30

13/23

26 Tue

Small and micro entity accounting

Andrew Mead

Virtual

09:30-13:00

14/23

OCTOBER

5 Thu

Financial reporting update

Peter Herbert

Luton

09:30-13:00

15/23

5 Thu

Tax update

Martyn Ingles

Luton

14:00-17:30

16/23

10 Tue

Tax update

Martyn Ingles

Milton Keynes

09:30-13:00

17/23

10 Tue

Financial reporting update

Peter Herbert

Milton Keynes

14:00-17:30

18/23

12 Thu

Accountants in business conference

Various

Fielder Centre

09:00-17:00

19/23

31 Tue

Trusts: tax and tax planning

Pat Nown

Virtual

09:30-13:00

20/23

DATE

EVENT

SPEAKER

VENUE

TIME

CODE

NOVEMBER

21 Tue

Maintaining Audit Quality on a Budget

Jez Williams

Luton

09:30-13:00

21/23

21 Tue

VAT issues for SMEs

Neil Owen

Luton

14:00-17:30

22/23

23 Thu

Annual accounting and tax refresher

Malcolm Greenbaum

Virtual

09:30-13:00

23/23

30 Thu

Property tax update

Ros Martin

Welwyn Garden City

09:30-13:00

24/23

30 Thu

Anti-money laundering update

John Selwood

Welwyn Garden City

14:00-17:30

25/23

Refreshments will also be provided on arrival and again mid-way through each course.

CANCELLATIONS AND LATE BOOKINGS
If you cannot attend you can transfer your place to another individual. Places can be transferred at any time up to and including the day of the event.

Cancellations received less than 14 days before the event date will not be refunded. All cancellations must be made in writing to events.information@icaew.com

If BBHSCA cancels the event, the liability in the event of cancellation is limited to a full refund of the fee.

If a booking is received less than 7 days before the course, the delegate may not get a copy of the notes on the day.

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.

The opinions expressed by external guest speakers in interviews or other publications included on this website are, by their nature, those of the speaker. They are not necessarily fully endorsed by the ICAEW or purport to reflect the official policies and views of the ICAEW or its members.

For further terms and conditions please click here.

This course programme is managed and provided by volunteers of Beds, Bucks & Herts Society of Chartered Accountants (a District Society) and is not validated by ICAEW.

This event requires participant information to register. Please login and/or fill in the participants information.

Guest Checkout

Guest Checkout
*Checkout without an account.
* Company Name
* Membership number
*Delegate Forename
*Delegate Surname
*Title
*Job Title
*Credentials
*Email address
*Date of birth
*Gender
*Phone number
*Mobile phone number
*Mobile phone carrier
By selecting a carrier, I wish to receive text messages and understand carrier charges may apply.

Log in

Create Account

Back
Suggested items - items that go well with your purchase
Add-on items - items that go well with your purchase
Add-on items - items that go well with your purchase
Add-on items - items that go well with your purchase
Add-on items - Additional items available
has been by to join for . You will need to follow the steps to register before they will officially be placed on this Team.
Basket
Item(s) £0.00
Grand Total £0.00

Contact us

  • Helplines and support
  • How to make a complaint
  • International offices
  • UK offices

Events

  • All events
  • Continuing professional development (CPD) courses

Information services

  • Library
  • Guide to services
  • Company research
  • Historical resources
  • Library collection
  • Library search

Legal

  • ICAEW policies
  • Cookies
  • Privacy policy
  • Reproducing ICAEW content
  • Copyright notice and disclaimer
  • Data protection policy
  • ICAEW website links policy
  • +44 (0)1908 248 250
© ICAEW 2017

This screen shows you the details for the selected product.

Click the "Add to Cart" button to add this product to your shopping cart. You can enter a quantity larger then 1 to add multiples of this product to your shopping cart.

If the product is full you will see a "Wait List" button. Click this button if you would like to be notified if/when capacity is added. If capacity is increased we will email you.  Upon receipt of the increased capacity notification, registration will be on a first-come, first-served basis.

If the product is not ready for purchase you will see a "Notify Me" button. You can click this button if you would like to be notified when this product is ready for purchase.

Some products can only be purchased through our partner. In this case you will see an "External Register" button. Click this button to purchase through our partner's website.

Powered by Configio