Webinar Agendas

Webinar 1 | 11 September 2025

Family Investment Companies – More relevant now than ever before | Matthew Stambach, AMS Accountants Group
9:30am - 10:30am

In this presentation we will look at the mechanics of a Family Investment Company and why and already very popular business structure is now even more relevant with the upcoming changes to Business Property Relief.

We will look at the different ways in which a FIC can be set up, and structured depending on the individuals long term goals.

This presentation should give attendees sufficient knowledge and confidence to speak to clients about the structure with the aim of helping them deal with potentially large IHT liabilities in future.

This webinar will cover:

  • What is a FIC
  • Changes to BPR/APR
  • Why FICs are more relevant now than ever. 
  • Structuring a FIC 5. FICs and Trusts 
  • The trust tax merry go round
  • When a FIC might not be the solution

The presentation is for accountants who have clients that are either;

  1. Hold a number of property / investment assets personally
  2. Have access to capital and are looking to set up a structure to grow and protect family wealth
  3. Business owners affected by the upcoming IHT reforms

The presentation will start from the basics and work up so is for all levels

Details to follow | Chris Downing
10:45am - 11:45am

This webinar will cover:

 

Webinar 2 | 18 September 2025

Profit extraction: Payroll, pensions or dividends? | Martin Jackson, Lead Tax Writer at Croner-i
9:30am - 10:30am

Martin Jackson, Lead Tax Writer at Croner-I, takes a look at the key differences between payroll, pension contributions and dividends, including which is likely to be more tax-efficient in the light of recent changes, the factors to consider and some common pitfalls to avoid.

This session will cover:

  • Payroll: Minimum Salary/bonus, tax/NICs and potential pitfalls.
  • Pension Contributions: Employer contribution, personal contribution and payroll comparisons, tax deductions, annual allowance calculations.
  • Dividends: Types, requirements, tax/NICS treatment, potential pitfalls
  • Comparison: Factors to consider, tax/NICs efficiency, how Croner-i can help YOU

Details to follow
10:45am - 11:45am

This session will cover: 

Webinar 3 | 25 September 2025

Inheritance Tax | Kishan Kavi and Beatrice Coopear, KK Tax
9:30am - 10:30am

This session will cover:

Inheritance planning is vital for accountants supporting clients in protecting wealth, reducing tax exposure and ensuring assets are transferred efficiently. This workshop will cover Inheritance Tax (IHT) planning, Agricultural Property Relief (APR), Business Property Relief (BPR) changes and other key updates shaping estate planning. We will explore practical strategies, recent legislative changes and common pitfalls to help clients achieve their succession goals. For accountants and their clients, these topics are critical as they directly affect business continuity, family wealth preservation and long-term planning. Attendees will gain actionable and up to date insights to deliver effective and value driven inheritance tax advice.

This session will cover:

  • Overview of Inheritance Tax rules, exemptions and current thresholds
  • Changes to Agricultural Property Relief and their implications for clients
  • Updates to Business Property Relief and planning opportunities 
  • Practical strategies for succession planning and wealth preservation
  • Common pitfalls and HMRC challenges in inheritance tax claim

How life-changing events can uncover historic tax issues | Paul Malin
10:45am - 11:45am

This session will cover:

A life-changing event such as a death, divorce or business sale can be distressing and stressful.

But what happens if, during that event, your client or their family members uncover unresolved historic tax issues that now need addressing?

By taking the initiative with HMRC, asking the right questions, and providing HMRC with the correct information, your clients may be able to avoid a costly tax investigation, penalties and a hefty tax bill.

This session will provide tips on how to address such issues to achieve the best outcome for the client.

What life-changing events can uncover unresolved tax issues? Types of issues that can be uncovered following or during:

  • Death – self or a loved one
  • Divorce or separation
  • Sale of a business · Retirement
  • Redundancy
  • Bankruptcy
  • Emigration
  • Addiction
  • Injuries – physical, mental, life threatenin