London Tax Network Tax Conference 2023

06 November 2023 / Richard Curtis

Issue: 4912 / Categories: Comment & Analysis , employee ownership trusts , excluded property , HMRC investigations , Residence & domicile

Prepare a domicile status report when dealing with excluded property trusts and the settlor is still alive.
Many people will be brought back into self assessment because savings rates have increased and thresholds have been reduced or remained static.
Adviser’s role when a client discloses previously hidden income.
Importance of a taxpayer being able to prove the correct figures against an HMRC assessment in an appeal.
Remember that employee ownership trusts are a business structure not a tax relief.

Date: 20 September 2023

Location: Arundel House London

Reported by: Richard Curtis

Speakers:

Claire Skipper Dixon Wilson

Sati Virdee Citroen Wells

Mala Kapacee London Tax Network Ltd

Keith Gordon Temple Tax Chambers

Sam Wightman Jerroms Miller

Pete Miller Jerroms Miller

Claire Dart Alliotts LLP

Sean Randall Blick Rothenberg

Suraj Patel Lawrence Grant LLP

Claire Skipper discussed the taxation of offshore trusts – one...

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06 November 2023 / Richard Curtis

Prepare a domicile status report when dealing with excluded property trusts and the settlor is still alive.
Many people will be brought back into self assessment because savings rates have increased and thresholds have been reduced or remained static.
Adviser’s role when a client discloses previously hidden income.
Importance of a taxpayer being able to prove the correct figures against an HMRC assessment in an appeal.
Remember that employee ownership trusts are a business structure not a tax relief.