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Simon Gore Consulting Ltd

8 Upper Street, Oakley, Diss, IP21 4AX


Copyright Simon Gore Consulting Ltd (SGCL)

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Trusted since 2002 to deliver affordable, timely and reliable legal training

Tickets

Single ticket £20

Company wide

ticket £50



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What happens after your register?

After completing the registration form, we will email you a confirmation invoice and upon payment an access link will be sent giving permission to join the meeting.

Payment can be either by bacs (details printed on the invoice or call with a credit card and your invoice number)

Follow up emails will be sent with notes/slides before the event and then a final email to access the event recording.

Which online platform?

We currently use Zoom to host all our online events.

Property Taxes

For Family Lawyers  


Live, Interactive and on-demand

STEPHEN

WOODWARD 3 Stone Buildings

Presented by

EMILY

FOY Payne Hicks Beach

Agenda

1.     CGT

     a.     What are reporting obligations?

     b.     30-day window for payment following sale / transfer

     c.     Importance of the year of separation

     d.     How is market value calculated / deemed if a transfer?


2.     PPR on the FMH

     a.     What are the requirements to claim PPR?

     b.     Disposals

     c.     Periods of absence (the 9 month and other deemed                periods of occupation rules)

     d.     s.225B election

     e.     PPR and non-UK residents


3.     Investment properties and holiday homes

     a.     What do we need to look out for?

     b.     What are the likely tax charges?

     c.     What are the possible exemptions and reliefs that could                be claimed and how have these / are they changing?


4.     Lettings relief and PPR exemption and inter-play

     a.     What are the new requirements to qualify?  

                   Lodgers only need apply from 6 April 2020.


5.     SDLT

     a.     Requirements

     b.     Transfers on divorce

     c.     What about replacing main home if spouse is retaining                it?

     d.     Additional 3% on second properties – would this apply?

     e.     Gardens and grounds – Hyman & Others v HMRC

     f.     Additional 2% SDLT for non-UK resident purchasers


6.     Martin and Mesher Orders

     a.     Tax implications for each

     b.     What are the alternatives?


7.     Schedule 1 trusts for minors

     a.     What are the tax issues and charges (entry / exit / 10                year) and when do they / do they not apply?

     b.     What are the alternative options (long lease etc)?

     c.     What are the tax implications of alternative options?


8.     What do we need to look out for and include in Court Orders           to ensure that exemptions / reliefs / elections can be utilised?

9.     The future of CGT – Simplification, or just another fiscal land           grab?



WEBINAR

7th OCTOBER

FROM 12.30pm

Stephen has practiced in the area of Personal Tax, Trusts, Wills and Estates (both in the UK and offshore) since 2002. He specialises in providing effective advocacy and clear advice on the taxation of individuals, and their trusts and businesses, to Solicitors, Accountants and Foreign Lawyers.

Stephen originally qualified as a Solicitor in 2002, and as a Chartered Tax Advisor (CTA) in 2005. Stephen maintains his status as a Chartered Tax Advisor (CTA). He previously worked at Withers LLP and at Payne Hicks Beach where he was a partner in the Private Client Department.

Emily is a specialist family solicitor and advises both domestic and international individuals on complex family law issues including high net worth divorces, jurisdictional disputes and child welfare applications. She is described in the legal directories as "clever and thorough" and "immensely able" and is recognised as a "Rising Star" in the 2020 and 2021 editions of The Legal 500 UK.