Name: Technical webinar - Inheritance Tax planning
Start: 2023-09-25T09:00:00Z
End: 2023-09-25T09:01:02.000Z
Location: BrightTALK
Rating: 4.6

In light of the recent reduction in Capital Gains Tax (CGT) allowance, there's never been a better time to explore our integrated Capital Gains Scenario Tool (CGST). Join us for our interactive webinar where our Platform Consultants will guide you through the tool's functionalities and share invaluable hints and tips to optimise your clients’ financial planning.

By attending this session, you will be able to:

•         Create and export CGT Reports. 
•         Optimise tax efficiency across multiple personal portfolios.
•         Create hypothetical scenarios to analyse the potential impact on CGT liabilities.
•         Update book costs of investments to ensure accurate calculation of capital gain or losses.
•         Protect assets from auto-disinvestment.
•         Facilitate the seamless transfer of assets using the ‘Personal Portfolio to ISA Tool’.

Wrap Capital Gains Scenario Tool Hints & Tips

Join us for this interactive session where Alastair Black, Head of Savings Policy, will delve into the outcomes of the highly-anticipated FCA’s Retirement Income Advice Thematic Review. We’ll explore the review’s key areas of focus to identify potential priorities for firms wanting to comply with the Dear CEO letter that accompanied the review and share some practical steps to help address these.

We’ll look in detail at income withdrawals, cashflow modelling, risk profiling and advice suitability. We’ll explore methods to prioritise areas of greatest risk of consumer harm and how to avoid unnecessary firm costs. Additionally, we’ll shed light on the regulator’s assessment tool (RIAAT) and equip you with resources and strategies to help align with your clients’ retirement goals.   

Register now to stay abreast of the evolving landscape of retirement income advice. 
 
By attending this webinar, you will be able to: 
 
• Explain the FCA's expectations and principles for providing retirement income advice. 
• Understand how to implement industry best practices and utilise tools to effectively document and substantiate your retirement income advice process.
• Prioritise areas of retirement advice with greatest benefit to managing client risk.
• Develop a more robust approach to retirement income advice.

FCA Thematic Review of Retirement Income Advice

Join us for our second Techzone webinar of 2024 where Tony Davies, Technical Engagement Consultant, discusses how best SME owners can utilise their profits in a tax-efficient manner. 

For daily expenses, they often choose between paying themselves a salary/bonus or dividends. Dividends, taxed after corporation tax and at lower rates than income tax on salaries, were once more advantageous. However, recent increases in corporation and dividend taxes, along with cuts to the dividend allowance, have narrowed these benefits.

The choice between salary and dividends usually depends on the owner's required income level, and often they use a combination of both. Beyond daily expenses, owners should also consider pension contributions as a way to efficiently manage excess profits. Additionally, SME owners should be aware of various other factors affecting their financial decisions.

By attending this webinar you will be able to:

• Describe the motivations behind venturing into business and the risks faced.
• Explain the considerations regarding salary, dividend and pension contributions.
• Summarise the options available for the disposal of a business and some tax reliefs to consider.
• Explain corporate investments into collectives or investment bonds and the loan relationship rules.

Techzone Webinar- 'Owner-Managed Businesses and Pensions'

Following on from our June 2023 webinar examining Investment Bond and Collective Investments,  Tony Davies will explore how the use multiple investment wrappers can help to diversify tax risk for clients which will aid wealth accumulation, help improve "income" sustainability in retirement and boost legacy provisions. 

Tony will also consider how this approach can enable you to demonstrate your value proposition to your clients.

Technical webinar-  Diversifying Tax Risk

After the reductions to the CGT annual exemption and dividend allowance in the Autumn Statement 2022 we look at the main factors to consider before making an investment recommendation

Investment bonds and collective investments - Has the balance of power shifted?

Andy Zanelli will deliver a masterclass on Inheritance Tax planning challenges. Agenda:
• Growing asset wealth is leading to record IHT receipts for HMRC.
• Explore traditional IHT packaged solutions and uses.
• Understand how clients retain a level of access within their IHT strategy in light of 
        the recent talk of potential abolition.
• Understand key planning that can be achieved using trust structures within a 
        client's will.

Technical webinar - Inheritance Tax planning

Technical Workshop

Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

Technical webinar - Inheritance Tax planning

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