Webinar Agendas

Webinar 1 | 20 March 2025

Making Tax Digital for Income Tax - Getting ready! | Lenny Barry
9:30am - 10:30am

Making Tax Digital for Income Tax will go live in April 2026. It is the biggest change to Self Assessment in a generation. It is important that accountants are aware of the changes, start getting their practices and clients ready.

Clients will need digital records for their business and submit categorised summaries of income and expenditure each quarter to HMRC.

And the complete their tax return in compatible software by 31 January, after the tax year end, as now.

This session will answer:

  • What is changing?
  • What are digital records?
  • What are quarterly updates?
  • What are the taxpayer obligations?
  • Where can I get help?

Navigating the tax implications of capital allowances on property transactions | Aulfat Bi
10:45am - 11:45am

Capital allowances are crucial for reducing tax liabilities, improving cash flow, and maximising financial efficiency, particularly for small businesses and practitioners advising on property transactions. This session explores key areas, related to property acquisitions, including contract clauses, CPSEs, s.198 elections, and ways to unlock tax savings from historical purchases.

Understanding capital allowances enhances practitioners advisory services, adds client value, and ensures compliance with PCRT. Neglecting allowances can lead to missed opportunities and tax overpayments. By the end, attendees will gain practical insights on identifying, claiming, and protecting a client’s capital allowances position and how to help businesses optimise tax reliefs effectively.

This session will cover:

  • Property acquisitions and relevance of capital allowances
  • Reviewing and drafting capital allowances contract clauses
  • Filling out Commercial Property Standard Enquiries (CPSEs)
  • Drafting section 198 elections
  • Unlocking tax savings for clients in respect of historical property acquisitions
  • Implications of not reviewing the client’s capital allowances position

Webinar 2 | 27 March 2025

Capital Gains Tax refresher and update | Matt Stambach, AMS Accountants Group
9:30am - 10:30am

This session will be a refresher based presentation used to top up existing knowledge or develop new knowledge in areas of Capital Gains Tax delegates might not see day to day.

It will include practical examples and give awareness of key features to assist them in helping their clients.

We will also be looking at recent and upcoming changes for CGT rules and rates.

Session agenda:

  • CGT general overview
  • Calculating a gain
  • Reporting capital gains to HMRC
  • Reliefs and exemptions
  • Non-resident CGT
  • Upcoming changes

This webinar is for anyone who is either looking to build or refresh their CGT knowledge.

Nudge letters - where are we now? | Paul  Malin
10:45am - 11:45am

Nudge letters - current developments and HMRC's approach

Webinar 3 | 3 April 2025

Wills and Wealth Preservation | Nick Rhodes
9:30am - 10:30am

The session will focus upon:

  • Importance of making a will
  • The Inheritance tax reliefs that can be claimed
  • Who can make and claim against an estate
  • LPA’s – powers and duties

MTD for Income Tax: One Year to Go – Are You Ready? | Chris Downing
10:45am - 11:45am

With just one year to go, MTD for Income Tax is now a reality that businesses and accountants must prepare for. After years of delays, HMRC’s testing phase is well underway, and the final framework is taking shape. This webinar will provide a crucial update on the latest developments, key changes, and practical steps to ensure compliance. We’ll cover who is affected, what’s required, and how to navigate potential challenges like multiple agents and exemptions. Don’t leave it until the last minute—find out what you need to do now to be ready for April 2026.

Session agenda:

  • Who needs to comply and when? - Understanding the mandated groups
  • Defining ‘qualifying income’ – what counts and what doesn’t
  • Core compliance requirements – submissions, records, and deadlines
  • Managing multiple agents – addressing common concerns
  • Easements and exemptions – what’s available for joint landlords and others
  • Private beta testing – how to join and what we’re learning
  • Essential next steps – what firms and clients should do now to prepare

Given there have been so many changes to the programme, this webinar is deigned to be both a refresher and a status update on MTD and is therefore accessible to all accountants regardless of their background knowledge on the subject.