|
FIND A COURSE IN:
Commercial
Awareness
Commercial
awareness
Finance for the non financial
Management and Personal Development
Communication skills
Consulting skills
Facilitation
Influencing
Managing people
Management Development for Women
Secrets of successful women
Implementing the secrets
NLP
Business
NLP
Train the trainer with NLP
Professional
Development
Audit
and accounting
Taxation
Specialist
In house Programmes
Calendar
|
Professional Development
Specialist
|
Acting for Farmers
Thursday 27 September
Barnstaple
Presenter: Bob Trunchion
Thursday 28 September
Exeter
Presenter: Bob Trunchion
|
16.00 – 19.15
Cedars Hotel
£97 + VAT*
09.30 – 12.45
Exeter Racecourse
£97 + VAT* |
|
This course aims to give participants a general
understanding of farmer clients, the pressures they are under
and how we act for them. It will consider the accounting aspects
as well as the planning opportunities associated with the
taxation of farmers.
Likely topics include: Accounting problems –
available information Taxation of farm income – capital
allowances, grants & subsidies, CGT & IHT issues.
|
|
Acting for High Net Worth Clients
Monday 17 September
Evesham
Presenter: Bob Trunchion
|
09.30 – 12.45
Elgar House Hotel,
Severn Stoke
£97 + VAT*
|
This is a highly attractive market for
practitioners but also a demanding one, presenting a number of
challenges, particularly in the area of tax planning – given the
current government’s attitude to this area.
The course will look at the technical aspects
involved in looking after these clients and the latest tax
planning opportunities available. However it will also look at
some of the other issues involved for firms developing this area
of their practice, including demonstrating value to these
clients and managing these types of client relationships. |
We have delivered solutions to many clients
including:
What others say |
 |
Trusts: the new Regime
Monday 17 September
Evesham
Presenter: Bob
Trunchion
|
14.30 – 17.15
Elgar House Hotel,
Severn Stoke
£97 + VAT*
|
“Good presenter,
tough to present dry material, good job!” |
|
  
|
Trusts are frequently used in family situations
to mitigate capital taxes and for asset protection from divorce,
bankruptcy and extravagance. As the lead professional the
accountant is often asked to be one of the trustees.
This course is specifically designed to enable
the accountant who has received little legal instruction to know
the duties he will be obliged to undertake as well as spotting
the opportunities offered by the uses of trusts and probably
most importantly when to call for help!
Trust tax and general law is in the process of
change. The course will obviously need to look at the impact of
the Trustee Act 2000 and the current and proposed reforms of
trust taxation by the current government.
|
“All
parts of course were useful – good overview and notes are full for
later reference”
|
