Fortress Group and Kuber Ventures Tax Planning Opportunities Seminar

As your clients head into the end of the financial year, are they able to maximise the tax planning opportunities and strategies available within the changing tax landscape?

Kuber Ventures, in association with the Fortress Group will be presenting a comprehensive range of case studies and real life applications in order to ensure that you are in the best position to advise your clients on to how to capitalise on these tax planning opportunities.

The session will include:

The Fortress Group

• Tax planning and structuring in event of a business sale

• Exit and succession strategies for property assets post Autumn statement

• Tax planning within the strengthened tax avoidance sanctions

• Effective use of trusts/corporate entities and partnerships Impact of the Finance Bill on non-domiciled individuals

Kuber Ventures

• Overview of EIS/SEIS - in light of the removal of Renewables from the EIS investment structure this has wider implications on diversification and due diligence

• The importance of BPR - The number of elderly people liable for IHT has been steadily rising

• Client scenarios

• Due diligence – advisers need to change how they conduct due diligence prior to making any recommendation

• Diversification - the sensible option for adviser and client alike

• Administration

Agenda

Wednesday 25 January 2017

08.45 Registration tea/coffee

09.30 Introduction

09.45 The Fortress Group

10.45 Coffee

11.00 Kuber Ventures

12.00 Closing remarks