Sharpen your tax skills 2026
Timing: 09:30 - 16:00 (UK time)
AAT Masterclass: Tax never stands still, and keeping up with the latest developments is more important than ever. This expert-led live masterclass will provide a timely update on key changes in personal and small company taxation.
Exclusive discounts for AAT members: From £122 to £135 (Non-members £189)
You will be redirected to an external site for booking.
Course Type
Live online course
Date
26 Nov 2026, 09.30
Length
1 day
What you’ll achieve
- Understand latest personal tax changes and related planning opportunities
- Navigate key compliance developments, including MTD and filing requirements
- Stay current with small company tax rules and disclosure obligations
- Prepare for upcoming corporate tax and reporting changes
- Apply practical tax updates confidently for businesses and advisers
About this course
A single-day course exploring the latest developments in personal and small company taxation, focusing on what practitioners need to know now and how recent changes are affecting taxpayers and businesses in practice.
Delivered by Barry Jefferd, ATT President and Tax Partner at George Hay Chartered Accountants, alongside the ATT Technical Team, we'll explore key updates across personal tax, including changes to savings, property and dividend taxation, Making Tax Digital, and new income tax compliance requirements.
We'll also examine the growing HMRC focus on small companies, covering areas such as directors' loan accounts, new reporting obligations and forthcoming changes to corporation tax processes.
- AAT professional members (AATQB, MAAT, FMAAT)
- licensed bookkeepers and licensed accountants seeking a detailed explanation of developments in UK tax law
- students at an advanced level looking to update their understanding of UK personal tax
- small business owners looking to understand how changes in tax law may affect them
Meet the Speaker(s)
Barry Jefferd
Tax PartnerBarry Jefferd
Tax PartnerBarry trained with a City of London practice where he qualified as a Chartered Accountant and a Chartered Tax Adviser and became a member of the Society of Trust and Estate Practitioners.
Subsequently he joined George Hay and became responsible for establishing the Tax Department, which he still heads. He became a Partner in the firm in 1990 and was instrumental in establishing the firm’s Huntingdon office in 1994. In April 2020, Barry became Senior Partner.
Barry advises on the complete range of taxes, although he particularly enjoys Capital Gains Tax, Inheritance Tax and property and land transactions.
Another of Barry’s strengths is providing reports as an expert to Court. These reports are often required on marital breakdown or to resolve shareholder disputes. He has appeared in both the County Court and the High Court as an expert witness on share-valuation matters.
Barry became one of the first accountants in the country to pass the Institute of Chartered Accountants in England and Wales’ probate qualification, which means that George Hay via GH Probate Ltd is now licensed to carry out probate services.
He lectures widely on taxation on behalf of Taxation Institutes, providing training for other taxation professionals. He starts every presentation with a slide saying“Tax is Fun”reflecting his enthusiasm for the planning opportunities available.
He is also co-author of two books; Tax Planning, a joint publication between the UK200 Group and the Daily Telegraph, and the Innovation Handbook, which is endorsed by the Intellectual Property Office.
Read moreOverview
Live online course |
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1 day |
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Autumn Tax update, Tax |
Syllabus
Topical tax update: 9.30-12.00 (break: 10.30-11.00)
Tax never stands still, and keeping up to date is more important than ever. The morning session highlights the most significant recent tax changes and announcements affecting practitioners and their clients. As well as covering the technical details, Barry explores the practical implications for busy practitioners, helping you understand what the changes mean in the real world and how they may affect your day-to-day advisory work.
This session covers:
- Important recent tax changes and announcements
- Emerging issues affecting UK tax practitioners
- Practical implications of legislative and policy developments
- Considerations for advising clients in a changing tax environment
- Real-world insights and examples from practice
- Key areas practitioners should be monitoring going forward
Speaker: Barry Jefferd, Tax Partner, George Hay Chartered Accountants
Lunch: 12.00-13.00
Personal taxes refresher and update 13.00-14.15
A look at the latest developments and a reminder of what’s topical in the world of personal tax. We’ll be unpacking a range of issues, including:
- The impact of new saving, property, and dividend rates on taxpayers, including pitfalls and planning opportunities
- Self-assessment vs simple assessment
- Making Tax Digital – where are we now and emerging issues
- The new income tax late filing and payment regime
Speaker: ATT Technical Team
Break: 14.15-14.45
Small company taxation changes: 14.45-16.00
With the small business and corporate tax gaps growing, small companies are a key area of focus for HMRC. In this session we’ll look at recent and upcoming tax changes you need to be aware of, including:
- The tax implications of director’s loan accounts
- New self-assessment disclosures for close company directors
- Proposed changes to close company reporting requirements
- Standardisation of CT computations – what will this mean?
- Benefit in Kind changes – what’s happening and how to prepare.
Speaker: ATT Technical Team
How to access
Purchase securely online, and we’ll send you further instructions and your receipt explaining how to access the training ready for the live training.