Tax Planning Update

Presented by

John Woolley, Managing Director, Technical Connection

About this talk

1. TAXATION OF CHARGEABLE EVENT GAINS UNDER BONDS • Important Budget changes • How the reliefs, allowances and tax bands interact • Planning encashments for clients in the most tax efficient way • Tax planning using investment bonds – an overview of the opportunities 2. TAXATION AND THE BUY-TO-LET MARKET; AN UPDATE • CGT and the new rules from 6 April 2020 - Payment date - Lettings allowance - Deemed period of residence - EIS relief mismatch • The implications of Coronavirus - Government concessions - Planning to reduce tax – mortgage payment holidays, deferring tax and making pension contributions • SDLT holiday impetus - New properties - Transfers to companies 3. IHT PLAN UPDATE - Loan Plans and Discounted Gift Trusts - Planning to avoid problems on the death of the settlor - Family Investment Companies – under threat?

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