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Simon Gore Consulting Ltd

8 Upper Street, Oakley, Diss, IP21 4AX


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IHT Review Podcast

APR & BPR 2019

This webinar will be recorded on 24th June following the recent publications from the Office of Tax Simplification.

Webinar duration - 30 minutes

Presented by Peter Harker & Elizabeth Hartless of Saffrey Champness

Agenda

In the spotlight: the future of IHT reliefs, in particular APR/BPR

- Political angle: Tax Justice UK report “In Stark Relief” and Labour report “Land for the many”

- Office of Tax Simplification report

     - Part one – released November 2018 – reminder of key points

     - Part two – released July 2019

     - Summary of the recommendations

     - Focus on key issues arising

     - Advising clients

About our presenters

Peter Harker, Director, Saffery Champness

Peter specialises in Landed Estates but also manages a mixed portfolio of clients which include wealthy individuals, owner managed businesses, agribusiness and not-for-profit entities. He provides a bespoke service to clients by helping them with both their audit and accounting needs, their tax compliance requirements and tax planning.

Elizabeth Hartless, Director, Saffery Champness

Elizabeth specialises in advising large and complex family groups, particularly those involving trusts. Her client base ranges from landed estates and their associated enterprises, to families who have diversified away from the original family business, realising capital, and who now require private wealth advice.

As a private client adviser she also advises high net worth individuals, both those domiciled in the UK and outside the UK. Whilst Elizabeth’s role has an advisory focus, she oversees the compliance aspects on her clients, including the annual tax compliance and, where relevant, the preparation of trust accounts.

Elizabeth is a member of the firm’s Private Wealth and Estates Group, Trust Forum and Estates Discussion Group. She has presented at internal and external events including the firm’s annual Rural Business updates.

Other ways to register

Call us on 01379 740619

Email simon.gore@sgcl.co.uk


Other ways to register

Call us on 01379 740619

Email simon.gore@sgcl.co.uk


Other ways to register

Call us on 01379 740619

Email simon.gore@sgcl.co.uk

Pricing

£25 per single/individual licence

£50 per company licence