Scottish Autumn Seminar Series

This seminar programme covers a range of topics specifically chosen to help you manage your personal and business interests in the current economic climate.

Passing on your wealth to the next generation

You have worked hard to provide for yourself and your family. In these difficult times how do you ensure those you want to benefit from your hard work do so with as little as possible going in tax? Consideration will be given to Inheritance Tax Planning for your lifetime and beyond, including the use of trusts, powers of attorney and wills for future generation planning.

Audience: open to all who want to pass on their estates as tax efficiently as possible. This seminar may also be of interest to advisors to private individuals and other professionals.

Dates and locations:

Tax investigations

How can you minimise the cost and pain for yourself or your clients of an HMRC enquiry? Hear about the latest developments in tax investigations including technical issues such as the new penalty regime, practical experiences and recent HM Revenue & Customs initiatives.

Audience: Businesses affected by a significant HMRC enquiry or accountants and specialist legal teams representing clients.

Dates and locations:

Extracting value from your company

In this uncertain market owner managers are seeking to maintain the value of their company and to extract funds as tax efficiently as possible. This seminar will review tax efficient remuneration planning and the best ways of extracting funds, whether by dividend, salary, salary sacrifice, EBT or share scheme.

Audience: owner managers, shareholders, advisors to this market.

Dates and locations:

Managing your property portfolio in today’s volatile environment

In today’s economic climate it is essential for commercial survival to be agile and responsive to changing markets. Mazars and guest speakers from JC Rathbone Associates Ltd will provide food for thought on some taxation and interest rate opportunities to assist in managing property interests as cost effectively as possible.

Audience: property developers, investors and traders. This seminar may also be of interest to other professionals working in this sector.

Dates and locations:

Managing your financial affairs in tough times

Could you manage your tax affairs differently to save tax and plan for liabilities? Are you taking full advantage of tax efficient investments? Can they produce the income and capital growth you require? Do they suit your risk profile? In such a complex area good independent advice is essential and at this presentation our experts will help to identify opportunities available to you.

Audience: Private individuals and their advisors

Dates and locations:

Seminar timings

Registration and coffee 12.15

Presentation 12:30

Questions and buffet 13:30

Booking

To book a place click here to download a registration form and fax it back to: 0141 204 1338.                                                                  or phone Moira Wylie on 0141 225 4976