Details Autumn Budget 2024 Debrief : Understanding the impact of the increased Property Taxation for you and your clients.

Property and buy-to-let (BTL) investors, business owners and individuals can expect potential changes in the Autumn Budget on Wednesday 30 October. With changes anticipated to Capital Gains Tax (CGT), Inheritance Tax and pension tax relief, join us on Tuesday 5 November to understand how it could impact you and learn how to navigate these changes. During this hour-long webinar, tax expert John McCaffery, partner and Head of Tax at Alexander & Co Chartered Accountants and Tax Advisors, will be in discussion with Roger Morris from Chetwood Financial, analysing what the Budget means for you. With time to analyse the Budget documents ahead of the webinar, including policies not mentioned in the speech, we’ll provide the details and analysis that many will have missed. During the webinar, we’ll cover: – How will CGT changes impact you – what are the solutions? – Understanding the changes to holiday lets and short term lets – Being tax efficient with BTL properties other assets and investments – Are limited companies more attractive now for assets and properties? – Inheritance Tax – what are the changes? – Pension tax changes – Are trusts a viable option for your needs? – The use of family investment companies to transfer wealth

During the webinar, we’ll cover:

How will CGT changes impact you – what are the solutions?
Understanding the changes to holiday lets and short term lets
Being tax efficient with BTL properties other assets and investments
Are limited companies more attractive now for assets and properties?
Inheritance Tax – what are the changes?
Pension tax changes
Are trusts a viable option for your needs?
The use of family investment companies to transfer wealth
Speakers (3)

Roger Morris
Group Distribution Director

Guest Speaker
Tax Partner

Guest Speaker
Director of Portfolio Management