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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.
Course Code 12/23
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.
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Event Organiser - Kim Shield
T +44 (0)1223 654 682
M +44 (0)7715 496 459
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
**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 M1Come 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 M25From 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.
Topical tax tips
Welwyn Garden City
Payroll and HR compliance update
Financial reporting update
Capital Gains Tax refresher
Implementing Making Tax Digital – a practical guide
Capital allowances: getting to grips with the changes
Expatriate Tax (Non-doms in the UK and Brits abroad)
IHT – core planning and compliance for the practitioner
Transactions between a company and its directors - accounting, legal and tax implications
Small and micro entity accounting
Accountants in business conference
Trusts: tax and tax planning
Maintaining Audit Quality on a Budget
VAT issues for SMEs
Annual accounting and tax refresher
Property tax update
Anti-money laundering update
Refreshments will also be provided on arrival and again mid-way through each course.
CANCELLATIONS AND LATE BOOKINGSIf 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 email@example.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.
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