Estate Planning for Accountants - September 2023 (3 Hours of CPD) 3 Hours CPD

Estate Planning for Accountants - September 2023 (3 Hours of CPD) 3 Hours CPDEstate Planning is a wide ranging topic that is used by Lawyers, Financial Planners and Accountants. Many clients need estate planning, especially those with business structures as many of their assets will not be dealt with under their will. The accountant is best placed to coordinate the Estate Planning process for their business clients because it is often only the accountant who knows what assets are held in what entity. That is why Advisers

EV benefits

Share buys backs and other complex transactions

This masterclass will provide a full update on these changes and the status quo

What does love and affection really mean

Financial Planners and Accountants

BTR Concessions

Viable planning strategies and methods for evolving from an existing business structure to a new type of structure in a tax efficient manner

Discounted Cash Flows

this Masterclass will cover:

Legislation introduced

Many businesses are being run by owners who wish to see the business continue following their retirement or death

it continues to cause headaches for many businesses and advisers