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Personal Tax Archive

2007

July 2007
October 2007
August 2007
November 2007
September 2007
December 2007

2006

2005

April 2005 July 2005 October 2005
May 2005 August 2005 November 2005
March 2005 June 2005 September 2005 December 2005

 

2004 Personal Archive page.
2003 Personal Archive page.

 

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June 2007

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June 2007 Personal Tax Seminars
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P416 Residence and the Lord Laidlaw case (Mike Truman)

P417 PEPs, ISAs and SIPPs (Dean Wootten)

P418 Crowe v Appleby (1975) – a new problem for A & M trusts? (Robert Jamieson)

P419 IHT planning and the Phizackerley case (Robert Jamieson)

P420 Penalty regime (Chris Jones)

Total number of seminars
5
  

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May 2007

Welcome to May 2007 Personal Tax Updates.

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May 2007 Personal Tax Seminars
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P411 SCA Packaging and PILONs (Gerry Hart)

P412 Company cars (Gerry Hart)
P413 Tax credit changes from 6 April 2007 (Dean Wootten)

P414 Taper between spouses and civil partners? (Dean Wootten)

P415 Tax amnesty (Chris Chadburn)

Total number of seminars
5
  

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April 2007

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April 2007 Personal Tax Seminars
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P406 Personal tax aspects of the 2007 Budget (Mike Truman)

P407 Deductible accountancy fees (Chris Jones)

P408 IHT planning with loans (Julie Butler)

P409 Taking a case to the Commissioners (Chris Chadburn)

P410 Battlegrounds at the Commissioners (Chris Chadburn)

Total number of seminars
5
  

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March 2007

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March 2007 Personal Tax Seminars
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P401 New guidance on working from home (Mike Truman)

P402 Completion of SA 100 under the new pension regime (Dean Wootten)

P403 Employer provided vans (Dean Wootten)

P404 Farming as a shelter for CGT (Julie Butler)

P405 The Arnander case and the two year rule (Julie Butler)

Total number of seminars
5
  

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February 2007

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February 2007 Personal Tax Seminars
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P396 Pre Budget Report pension changes (Mike Truman)

P397 The latest on Gaines-Cooper and residency (Francesca Lagerberg)
P398 ISAs and the proposed reforms (Robert Jamieson)

P399 Extension of restrictions on allowable capital losses (Robert Jamieson)

P400 The new HMRC consultation on penalties (Francesca Lagerberg)
Total number of seminars
5
  

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January 2007

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January 2007 Personal Tax Seminars
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P391 Gaines-Cooper and the residence test (Mike Truman)

P392 PPR nominations on overseas homes (Dean Wootten)

P393 IHT business property relief developments (Gerry Hart)

P394 Tax efficient will planning (Robert Jamieson)

P395 Personal tax aspects of the 2006 Pre Budget Report (Chris Jones)

Total number of seminars
5
  

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December 2006

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December 2006 Personal Tax Seminars
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P386 Latest HMRC guidance on tips and troncs (Mike Truman)

P387 Employment status issues (Gerry Hart)

P388 Trading company status checks (Gerry Hart)

P389 The importance of accurate property valuations (Julie Butler)

P390 Transitional IHT provisions for A&M Trusts (Robert Jamieson)

Total number of seminars
5
  

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November 2006

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November 2006 Personal Tax Seminars
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P381 Termination payments (Gerry Hart)

P382 (Part A) Tax planning opportunities after FA 2006 (Robert Jamieson)

P382 (Part B) Tax planning opportunities after FA 2006 (Robert Jamieson)    

P383 A&M Trusts under the new regime (David Williams)

P384 Other tax consequences of the new trust regime (David Williams)

P385 Unresolved issues (David Williams)

Total number of seminars
5
  

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October 2006

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October 2006 Personal Tax Seminars
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P376 Tax and divorce (Mike Truman)
P377 Interest in possession trusts under the new regime – Part 1 (David Williams)
P378 Interest in possession trusts under the new regime – Part 2 (David Williams)
P379 BPR on FHLs? (Dean Wootten)
P380 BPR and overseas property? (Dean Wootten)
Total number of seminars
5
  

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September 2006

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September 2006 Personal Tax Seminars
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P371 Interaction of pension contributions and tax credits? (Dean Wootten)
P372 Tax efficient savings and investments (Chris Jones)
P373 The latest on Real Estate Investment Trusts (Chris Jones)
P374 Transfer of assets abroad (Chris Jones)
P375 Disclosure and avoidance (Chris Jones)
Total number of seminars
5
  

 

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August 2006

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August 2006 Personal Tax Seminars
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P366 The planning gain supplement (Bob Trunchion)
P367 CGT change to settlor interested trusts (Robert Jamieson)
P368 New trust residence definition (Robert Jamieson)
P369 Agricultural property relief (Tim Good)
P370 HMRC powers review (Francesca Lagerberg)
Total number of seminars
5
  

 

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July 2006

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July 2006 Personal Tax Seminars
Audio
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P361 (Pt A) New regime for IHT and trusts (Robert Jamieson)
P361 (Pt B) New regime for IHT and trusts (Robert Jamieson)    
P362 (Pt A) Transfers to new interest in possession trusts (Robert Jamieson)
P362 (Pt B) Transfers to new interest in possession trusts (Robert Jamieson)    
P363 Existing trusts and other matters (Robert Jamieson)
P364 Late changes to the FB 2006 trusts proposals (Francesca Lagerberg)
P365 Business property relief (Tim Good)
Total number of seminars
5
  

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June 2006

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June 2006 Personal Tax Seminars
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P356 Tax credits (Tim Good)
P357 Business asset taper (Tim Good)
P358 The new bed and breakfasting disapplication provisions (Robert Jamieson)
P359 Update on trust taxation – the modernisation programme (Gerry Hart)
P360 Practical effect of the new trust regime (Gerry Hart)
Total number of seminars
5
  

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May 2006

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May 2006 Personal Tax Seminars
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P351 Employment tax changes in FB (No 2) 2006 (Gerry Hart)
P352 Real Estate Investment Trusts (Gerry Hart)
P353 Changes to EIS and VCTs (Gerry Hart)
P354 Changes to trusts in FB (No 2) 2006 (Mike Truman)
P355 Revertor to settlor trusts (Robert Jamieson)
Total number of seminars
5
  

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April 2006

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April 2006 Personal Tax Seminars
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P346 The home computer initiative (Mike Truman)
P347 Family debt scheme and second-hand excluded property PtA (Robert Jamieson)
P347 Family debt scheme and second-hand excluded property PtB (Robert Jamieson)
 
P348 Tax efficient holiday lets and heritage property (Julie Butler)
P349 APR developments (Gerry Hart)
P350 IHT mitigation for the wealthy (Gerry Hart)
Total number of seminars
5
  

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March 2006

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March 2006 Personal Tax Seminars
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P341 Doctors' partnership agreements (Bob Trunchion)
P342 Employment tax update (Gerry Hart)
P343 Film schemes now and in the future (Gerry Hart)
P344 The interaction of the share identification rules with taper relief (Keith Gordon)
P345 Latest IHT compliance issues (Gerry Hart)
Total number of seminars
5
  

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February 2006

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February 2006 Personal Tax Seminars
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P336 Doctors superannuation – the latest position (Bob Trunchion)
P337 Taxation of jointly owned property income (Mike Truman)
P338 Taper relief trap (John Newth)
P339 Life on the farm following Antrobus 2 (Bob Trunchion)
P340 Pre Budget Report: Personal tax issues (Francesca Lagerberg)
Total number of seminars
5
  

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January 2006

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January 2006 Personal Tax Seminars
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P331 Changes to pension funds following the Pre Budget Report (Mike Truman)
P332 Deductible buy to let expenses (Dean Wootten)
P333 UITF 40 and the new spreading provisions (Chris Jones)
P334 The advantages of gift aid (John Newth)
P335 Taper relief and trading company status (Mark McLaughlin).
Total number of seminars
5
  

 

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December 2005

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December 2005 Personal Tax Seminars Download
P326: Tax credit income and enquiries (Rebecca Benneyworth)
P327: Tax issues when working from home (John Newth)
P328: S.619 settlements legislation and disclosure (Robert Jamieson)
P329: Nil rate band discretionary trusts (Francesca Lagerberg)
P330: Tax investigations and serious fraud (Chris Chadburn)
Total number of seminars
5
  

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November 2005

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November 2005 Personal Tax Seminars Download
P321 Securing 60% relief on pension contributions (Dean Wootten)
P322 The latest s.660A professional bodies guidance ( Francesca Lagerberg)
P323 FA 2005 changes to chargeable gains and options (Robert Jamieson)
P324 Taxation of lump sum pensions (Robert Jamieson)
P325 HMRC tightening approach to investigations (Chris Chadburn)
Total number of seminars
5
  

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October 2005

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October 2005 Personal Tax Seminars Download
P316 How to deal with tax credit overpayments (Rebecca Benneyworth)
P317 Non residence issues: Shepherd v HMRC (Mike Truman)
P318 Situs of assets (Robert Jamieson)
P319 Temporary non-residence (Robert Jamieson)
P320 Tax investigations - opening earlier years (Chris Chadburn)
Total number of seminars
5
  

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September 2005

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September 2005 Personal Tax Seminars Download
P311 The workings of the tax credits renewal process (Rebecca Benneyworth)
P312 Benefit in kinds update (Francesca Lagerberg)
P313 Problems with gift relief (1) (Robert Jamieson)
P314 Problems with gift relief (2) (Robert Jamieson)
P315 Sheltering investments from IHT (Julie Butler)
Total number of seminars
5
  

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August 2005

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August 2005 Personal Tax Seminars Download
     
P306 Interaction of tax credits and childcare vouchers (Dean Wootten)
P307 CGT update following FA 2005 (Francesca Lagerberg)
P308 Mixed use taper problems (Mike Truman)
P309 The CGT implications of selling half a house (Mike Thexton)
P310 Negotiations: Top 10 tips (Chris Chadburn)
Total number of seminars
5
  

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July 2005

 

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July 2005 Personal Tax Seminars Download
     
P301 Dual contracts (Mike Truman)
P302 Interaction of SIPP contributions and tax credits! (Dean Wootten)
P303 Maximising business taper on the sale of a family company (Robert Jamieson)
P304 New tax regime for discretionary and accumulation trusts (Robert Jamieson)
P305 Tax geared penalties (Chris Chadburn)
Total number of seminars
5
  

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June 2005

 

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Personal Tax Seminar Titles - June 2005 Download
     
P296 Using childcare relief’s efficiently (Mike Truman)
P297 Tax pitfalls of the new Civil Partnership Act (Chris Jones)
P298 Holding residential property in a SIPP post 6 April 2006? - Pt1 (Dean Wootten)
P298 Holding residential property in a SIPP post 6 April 2006? - Pt2 (Dean Wootten)  
P299 Trusts for the vulnerable (Robert Jamieson)
P300 Passing down shares in a family company – BPR planning - Pt1 (Robert Jamieson)
P300 Passing down shares in a family company – BPR planning - Pt2 (Robert Jamieson)  
Total number of seminars
7
  

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May 2005

 

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Personal Tax Seminar Titles - May 2005 Download
     
P291 Employment tax issues from FA 2005 (Gerry Hart)
P292 Child Trust Funds (Gerry Hart)
P293 CGT aspects of residence and domicile (Gerry Hart)
P294 IHT mitigation and the family home (Gerry Hart)
P295 Pre owned assets - avoidance (Gerry Hart)
Total number of seminars
5
  

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April 2005

 

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Personal Tax Seminar Titles - April 2005 Download
     
P286 Taper relief planning on closing a company down (Gerry Hart)
P287 Passing the 20% taper test (Gerry Hart)
P288 Problems for A&M trusts (Robert Jamieson)
P289 No diminution in value for life interest trusts (Robert Jamieson)
P290 Dividend income and discretionary trusts (Robert Jamieson)
Total number of seminars
5
  

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March 2005

 

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Personal Tax Seminar Titles - March 2005 Download
     
P281 The Child Trust Fund (Mike Truman)
P282 Exempt surviving spouse trusts (Robert Jamieson)
P283 Nil rate band trusts (Robert Jamieson)
P284 Reverter to settlor trusts and pre owned assets (Robert Jamieson)
P285 Discovery strategy for clients (Gerry Hart)
Total number of seminars
5
  

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February 2005

 

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Personal Tax Seminar Titles - February 2005 Download
     
P276 Composite and Managed Service Companies and IR35 (Chris Jones)
P277 Maximising CGT exemption when owning two properties (Keith Gordon)
P278 Transfers of values from close companies (Keith Gordon)
P279 Payroll splitting (Keith Gordon)
P280 Stress management (Chris Chadburn)
Total number of seminars
5
  

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January 2005

 

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Personal Tax Seminar Titles - January 2005 Download
     
P271 Sharkey v Wernher - is it still good law? (Keith Gordon)
P272 Company vans (Francesca Lagerberg)
P273 Using your rental property as your PPR (Keith Gordon)
P274 The CGT letting exemption (Dean Wootten)
P275 Update on employee share issues (Chris Jones)
Total number of seminars
5
  

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