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Event Details

Trusts: tax and tax planning – Virtual - hosted by ICAEW Beds, Bucks & Herts (District Society)

£99.00 + VAT
Available
Virtual
East England
Beds, Bucks & Herts
Oct
31
Tue
09:30
-
13:00 GMT
Schedule Type Title: Weekdays
Schedule Description: Pat Nown provides an update on the latest information regarding the taxation of trusts and tax planning.
Sessions: 1
Session Hours: 3.50
Slides/Presentation notes: Details of the course content can be found here: https://events.icaew.com/pd/26345/trusts-tax-and-tax-planning-virtual-hoste?txt=BBH&rid=232&pg=1&returncom=productlist&source=search%20&pk_vid=e5bbf07a6a898ed016756933298ed822
Virtual
.
Description
Pat Nown provides an update on the latest information regarding the taxation of trusts and tax planning.
Book here
  • Description
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This course provides an update on any recent developments affecting the taxation of trusts and a refresher on the key considerations when using trusts in tax planning. The main focus is capital taxes. When considering tax planning both lifetime and will/death planning scenarios are covered.

Date and time Location
31/10/2023 09:30 - 13:00 Virtual , , , .

Event Information

CONTENT

 

  • Why trusts are used – types and charactersistics
  • Trust Registration Service update
  • Special trusts
  • Trusts in lifetime planning
  • CGT considerations
  • Will planning and trusts at death

TARGET AUDIENCE

This course is specifically designed to meet the needs of general practitioners who act for private clients with trusts who wish to better understand the tax operation of trusts and the role trusts can plays in fundamental tax planning so they can advise on suitable and practical solutions.

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

E 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.

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



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.

Pat Nown CTA ACA ATT 

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 be available after the event date.

CANCELLATIONS AND LATE BOOKINGS

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 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.

If BBHSCA cancels 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.

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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