Essential Tax Planning for Turbulent Times

• Exit planning - how to support clients looking to sell in the next few years
• Inheritance tax planning - how changes to exemptions and reliefs may affect your advice
• With increased scrutiny of R&D claims, are they still worth the effort?
• Are property incorporations the next ticking time bomb?
• HMRC’s focus on Persons of Significant Control (PSCs) and what this means for your clients.

Meet our presenters

Andy North

Chief Marketing Officer, TaxCalc.

Dean Shepherd CTA FMAAT

Director of Product Compliance, TaxCalc.

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Essential Tax Planning for Turbulent Times

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Lorraine Ellison
FCMA, MiP, MBA

Founder, Simply Additions.

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Planning for potential tax liabilities can be challenging, even during periods of political and economic stability. With the prospect of a new Government and major tax modifications on the horizon, how can you support your clients in managing that risk and uncertainty?

We were joined by tax planning expert and co-founder of Tag Tax, David Logan, to explore the key conversations you should be having with your clients and the main areas of tax planning you should be focussing on. We were also joined by Lorraine Ellison who shared her experiences using many of David’s strategies.

Key talking points:

Planning for potential tax liabilities can be challenging, even during periods of political and economic stability. With the prospect of a new Government and major tax modifications on the horizon, how can you support your clients in managing that risk and uncertainty?

David Logan

Tax expert and co-founder of Tag Tax

As Co-Founder of the TAG Community with 30 years’ experience in Tax, David is adept in helping SME Accountants and their clients navigate tax matters, from cradle to grave including corporate re-structuring & exit and IHT planning.

Andy joined TaxCalc in 2021 as the Chief Marketing Officer from his previous role as publisher of AccountingWEB in both the UK and the US. He has spent over 20 years studying the accounting profession and appeared on too many podcasts and webinars to mention.

Previously a pioneering accounting firm owner, Dean moved into the world of tax and accounting technology five years ago and is a leading authority in helping firms build effective tech strategies.

Founder of Simply Additions Ltd in Sunderland, Lorraine is a regular on TaxCalc TV and brings a wealth of tax and accounting knowledge with a small firm perspective. Lorraine is also a member of TagTax and has worked with a number of clients using David’s strategies.