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  3. Milton Keynes and Bedfordshire - Tax Planning and AGM

Milton Keynes and Bedfordshire - Tax Planning and AGM

Event type
Branch events
Venue
Holiday Inn Milton Keynes - Newport Pagnell, London Road, NEWPORT PAGNELL MK16 0JA
Branch
Milton Keynes and Bedford Branch
Region
Thames Valley
Event dates
Monday 11 July 2022 - 19:00 to 20:30
Agenda

18:30 Registration for 19:00 Start

Speaker - Mark Wallace

• Family income tax planning – pitfalls and opportunities
• The family home
• IHT – an overview of the main reliefs
• CGT main residence – key issues
• Exits from the family business - securing reliefs and avoiding problems
• Pensions and Tax – looking at the lifecycle

Tax Planning and AGM

Tax Planning and AGM

Session times
Monday 11 July 2022 - 19:00 to 20:30
Free event

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