September 6th, 2008
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Bringing the top tax speakers to you

South West - Wednesday 2nd July 2008

Timetable

 9:00 REGISTRATION AND COFFEE
 9:30 CHAIR'S OPENING ADDRESS ALUN JAMES
Barrister, Temple Tax Chambers
 9:40 IHT AFTER THE FINANCE BILL 2008
  • Transferable nil rate bands and will drafting
  • The remarried surviving spouse
  • How to claim the unused amount
  • Impact on deeds of variation
  • Unscrambling existing nil rate band discretionary trusts (with precedents)
  • Non-domiciles
CHRIS WHITEHOUSE
Barrister, 5 Stone Buildings
10:40 COFFEE
11:00 ENTREPRENEURS RELIEF
  • Qualifying disposals - including "part" of a business: lessons from retirement relief
  • Qualifying vendors - individuals, trustees and maximising the £1m limit
  • Paper for paper transactions and earn outs
  • Associated disposals
  • Transitional rules
ALUN JAMES
Barrister, Temple Tax Chambers
12:00 OTHER TOPICAL ISSUES IN PRIVATE CLIENT TAX PLANNING
  • Valuations including Arkwright and HMRC’s new approach
  • Multiple land ownership
  • BPR planning including "freezer" schemes and AIM portfolios
  • BPR traps including spouse transfers and agricultural land with hope value
  • The family debt scheme
CHRIS WHITEHOUSE
Barrister, 5 Stone Buildings
13:05 Lunch
14:15 MAXIMISING CAPITAL ALLOWANCES POST FA 2007
  • Some of the recent changes
    • Long funding leases
    • Business premises renovation allowances
  • Finance Act 2007 and proposals in the pipeline
    • Withdrawal of IBA’s and transitional arrangements
    • Plant and machinery allowances
    • "Integral features"
    • "Energy efficient plant"
  • What are the opportunities going forward?
TIM BERESFORD
Partner, Davis Langdon Crosher & James
15:05 Coffee
15:20 CURRENT ISSUES ON TAX VALUATINS
  • Goodwill
  • Employment related securities
  • IHT planning, practical issues
  • HMRC, Shares and Assets Valuation division
PAUL FISHER
Partner, Bruce Sutherland & Co
 16:15 INCOME SHIFTING - THE FACTS AND THE FANTASIES
  • What did the House of Lords decide in the Arctic Systems case?
  • What this means for families and couples in 2008/9
  • What the Government intends to do about it
  • What taxpayers should do now and in the future
KEITH GORDON
Barrister, Atlas Chambers
17:05 CHAIRMAN'S CLOSING REMARKS AND FINAL QUESTIONS ALUN JAMES
Barrister, Temple Tax Chambers
17:15 Conference Close
Event sponsored by


Digita

Triple Point

Lloyd Barnes Accountancy Recruitment

To book, please print a copy of the fourth page of the conference brochure. The tear-off section of this can then be sent by post, with your remittance, to:

Longmark Tax Conferences Ltd,
Grove House,
Back Rowarth,
Glossop,
Derbyshire,
SK13 6ED

Cheques should be made payable to Longmark Tax Conferences Ltd.
Conditions of booking are contained on the booking form.
Please address any booking queries to margaret@longmark.co.uk or call us on 0845 260 1057.

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