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Tax Advice for Older Clients - Workshop

Time and date: 06 July 2017 10.00 AM to 06 July 2017 4.00 PM
Location: MEA House MEA House Newcastle Upon Tyne NE1 8XS
Organiser: SOLLA Society of Later Life Advisers
Website: Click here

Member: £96 (inc VAT)
Non Member: £130 (inc VAT)

This interactive workshop is designed for Advisers who want to refresh and ensure their tax knowledge for older people is right up to date.  Some of the problems and issues Tax Help often encounter are reviewed and there is plenty of opportunity for discussion.

The workshop will cover Tax implications of:

Residence and Domicile
Trusts
Inheritance Tax planning (including transferable main residence allowance coming in from April 2017)
Care funding
Savings and Investments
New and existing Individual Savings Accounts (ISAs)
Shares, Bonds
Income from property, including the new rules on property letting taper relief on mortgage interest
Buy to Let
Equity Release
Rent a Room
Pensions and Income Tax Allowances
State Retirement Pension
Deferral of State Pension
Occupational Pensions
Defined Benefit Schemes
Personal Pensions
Pension Flexibility