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You can book this course by using the booking form above. The booking will be confirmed by e-mail.
Tax planning for the family and retirement (marriage, separation, divorce and death and everything inbetween) This course updates delegates on the current tax situation affecting the taxation of the family. The course draws its contents from: Income tax issues – Tax Credits – National Insurance – Passing wealth down the family – Providing for dependents – Inheritance tax – Transfer of the family home – Tax issues relating to dependant grandparents – Use of tax exemptions – Use of trusts in family tax planning – Payment of school fees – Husband and wife transfers – Marriage, separation and divorce – Tax issues on death. Tax problems associated with retirement – Maximising pension contributions – Phased retirement and income withdrawals from pension plans – Tax considerations for pensioners – IHT issues. Simon Birkett's course in May will cover:
