Webinar Agendas

Webinar 1 | 12 September 2024

Inheritance Tax Updates | James Butterworth, Croner-i
9:30am - 10:30am

Inheritance Tax (IHT) is increasingly relevant due to rising property prices, leading more people to face IHT liabilities.

This webinar explores why IHT is becoming a common concern, strategies to manage and balance these liabilities, and key reliefs such as Potentially Exempt Transfers (PET) and annual gifting allowances.

It also addresses how to strike a balance between meeting personal income needs and managing IHT. This topic is crucial for small businesses and practitioners to ensure effective estate planning and financial stability for their clients.

This webinar will cover:

  • Why more people appear to be paying IHT (for example rising property prices)
  • Strategies to manage / balance IHT liabilities
  • Key reliefs – PET, annual gifting allowances etc
  • Striking the balance between meeting one’s own income requirements & reducing tax liabilities 

Making Tax Digital for ITSA - Where are we now? | Lenny Barry, HMRC
10:45am - 11:45am

Making Tax Digital for Income Tax is a significant change for you, your clients and HMRC. We need everyone who will be impacted to be ready for this change.

Digital record keeping and the use of third-party software are major requirements for customers.

There are also opportunities for you and your customers to participate in our Testing programmes in the lead up to mandation.

This webinar will cover:

  • How you can prepare for ITSA mandation from April 2026
  • What to do to prepare your clients for this digital shift
  • Digital Record Keeping · Private Testing in 2024
  • HMRC plans for Public Testing in 2025

 

Webinar 2 | 19 September 2024

Unlocking SDLT Savings: Maximise Tax Relief on Property Transactions | Kishan Kavi, Head of SDLT
9:30am - 10:30am

This webinar offers an in-depth look at SDLT (Stamp Duty Land Tax) and how businesses can navigate its complexities.

Key topics include the distinction between residential and non-residential properties, mixed-use transactions, and their tax implications.

The session will also explore the impact of the landmark Daniel Ridgway case on tax treatment, providing valuable insights into its application.

Additionally, the webinar will cover the upcoming tax changes to Furnished Holiday Lettings (FHLs) and the potential SDLT reliefs available.

Attendees will leave with a clear understanding of how to optimise SDLT compliance and capitalise on relevant tax savings for themselves and their clients.

This session will cover:

  • SDLT at a high level
  • The rules around Residential & Non-Residential
  • Mixed Use transactions
  • Daniel Ridgway case and impacts
  • Furnished Holiday Lettings and their current status

 

Current campaigns and messaging | HMRC Briefing & Engagement Team
10:45am - 11:45am

This presentation is intended to give an overview of HMRC’s engagement with stakeholders and customers on matters of tax avoidance, showcase some of our current messaging, and give an insight into some of our future goals in the engagement space.

This session will cover:

  • Brief introduction to the concept of avoidance
  • Overview of HMRC’s “Tax Avoidance – Don’t Get Caught Out” Campaign
  • Our most recent promotional materials and messaging
  • Engagement goals for the future. 

Webinar 3 | 26 September 2024

Employment taxes updates | Matt Harrison of BDO
9:30am - 10:30am

This presentation covers key updates in employment taxes and PAYE based on Finance Bill 2024. It includes changes to off-payroll working (IR35) rules, the uprating of allowances and rates for the 2024-25 tax year, and updates to the Construction Industry Scheme (CIS). Other topics include the introduction of an online service for employee expense claims, the mandated payrolling of benefits in kind from April 2026, tackling non-compliance in the umbrella company market, continued tax treatment of double cab pickups (DCPUs), and updates on workplace nursery tax benefits.

This session will cover:

 

  • Off-Payroll Working (IR35) Changes
  • Uprating of Allowances and Rates
  • Construction Industry Scheme (CIS) Updates
  • Employee Expense Claims
  • Mandated Payrolling of Benefits in Kind (Effective April 2026)
  • Tackling Non-Compliance in the Umbrella Company Market
  • Tax Treatment of Double Cab Pickups (DCPUs)
  • Workplace Nursery Tax Benefits

Capital Allowances – How To Increase Your Client’s Tax Savings| David Gibson, Veritas Advisory Limited
10:45am - 11:45am

Capital allowances is the only tax relief available on property expenditure, the legislation has never been so generous but also never so complex.

Improving tax savings and maximising cash flow for SMEs is essential in the successful operation of a business yet is often not fully maximised, nor correctly supported by legislation, which may then be challenged by HMRC.

This session will identify what to consider, how to identify opportunities and the importance of preparing robust claims to withstand HMRC enquiry.

This session will cover:

  • the benefit and types
  • Full Expensing – What is it?
  • What qualifies for Capital Allowances Developments / refurbishments – How to Increase Claims
  • Acquisitions – What you need to know & The Value
  • Risk Considerations – HMRC are looking
Case studies will be included throughout