Tax expertise bundle
AAT Masterclass bundle
Company tax, high net worth planning, and VAT compliance in one comprehensive bundle.
Course Type
Video on demand
Length
2 days
What you’ll achieve
- Company tax computations: deepen your expertise in company tax computations, including capital allowances, losses, and anti-avoidance rules.
- High net worth tax planning: gain practical strategies for tax planning with high net worth clients, focusing on inheritance tax, capital gains tax, and efficient wealth transfer.
- VAT compliance: stay current with the latest VAT regulations and learn how to navigate complex VAT issues effectively.
About this bundle
Boost your skills with our tax bundle, designed for accountants who work in taxation.
This bundle includes three focused masterclasses on company tax computations, high net worth tax planning, and VAT compliance, giving you a complete learning experience tailored to your needs.
Led by Tim Palmer, CTA ATT, a well-known tax expert with over 30 years of experience, and Simone Hurst, a previous VAT Inspector in HM Customs and Excise, these sessions provide practical advice and clear strategies to help you handle complex tax issues.
Tim's deep knowledge in tax consultancy and education means you’ll get valuable insights on the key tax topics, helping you succeed in your role and offer the best advice to your clients.
This bundle is for accountants and tax professionals who want to deepen their expertise in company tax, high net worth tax planning, and VAT compliance.
Meet the Speaker(s)
Tim Palmer
Tim Palmer
Tim Palmer is one of the UK’s best known and popular tax presenters. He lectures frequently all over the UK, three or four times a week on a wide variety of taxation topics. He has been presenting tax lectures for over 30 years now! He also writes regular magazine articles for the leading taxation publications.
Alongside his lecturing, Tim also provides tax consultancy services, and specialist tax advice. Previously Tim Palmer was a senior Tax Manager with Howarth Clark Whitehill LLP, advising on all areas of tax and NIC for the firm to their clients. He was also a member of the tax department of P&O where he specialised in Corporation Tax and the Construction Industry.
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Simone Hurst
Simone Hurst
Expert speaker Simone Hurst first ventured into all things VAT back in 1991 as a VAT Inspector in HM Customs and Excise and was one of the youngest ever direct entrant Officers in the UK.
Simone thrives on the intricacies of VAT and its surrealness at times and she strives to put this into plain English, practical advice.
Read moreOverview
Video on demand |
|
2 days |
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Business Tax, VAT |
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Yes |
Syllabus
Company tax computations
During this masterclass we’ll discuss:
- calculating the company’s adjusted taxable trading profit
- what expenditure is allowable and what is not?
- capital v revenue
- company losses
- capital allowances
- capital gains
- group relief
- corporate anti-avoidance legislation, which disallows both certain expenditure, and also losses
- company rental income
- loan relationships
- the impact of recent tax cases
- practical case studies and examples.
Tax planning for high net worth individuals
In this masterclass you will learn:
- IHT, CGT and Stamp Duty review, problem areas, their solutions and planning
- income tax planning strategies
- passing assets and wealth down the generations tax efficiently
- investing tax efficiently
- dividend tax planning
- possible investigations from HMRC
- practical case studies
- general overview.
VAT update
Session 1: The VAT treatment conundrum of export of services
This subject can be pretty complex, and it’s always worth a recap of the rules starting at the basics in order to aid understanding.
Hence in addition to thinking about what an export of services actually is for these purposes, we will also think about the term place of supply and what that means before we move on to:
- the three stages for determining the VAT treatment of an export of services
- the default VAT treatment for an export of services
- special rules - what are they and how do they work?
- VAT treatment of some of the more common special rules including real life scenarios
- interaction with other countries rules
- when is a consultant not a consultant?
- invoicing requirements
- reverse charge.
Session 2: VAT update
Follow us into the world of VAT in 2024 so far, where we’ll explore any changes that have taken place, and delve into some recent case law and think about the issues these cases brought up.
This session will also focus on VAT registration and artificial separation of business otherwise known as disaggregation given the recent increase in the VAT registration threshold.
Session 3: VAT recovery restrictions
To claim VAT as input tax or not to claim, that is the question. Input VAT recovery has a number of restrictions, some more straightforward than others.
In this session we’ll look at the different restrictions and how they apply practically.
- Private use v Non-Business - what is the difference and how do these restrictions work?
- Exemption
- Capital Goods Scheme
- Employee expenses
How to access
Once purchased you'll be able to access the AAT Learning Portal where you'll have 12 months from the date to access the learning materials. AAT Learning Portal allows you to view all the courses you've purchased in one place, monitor your latest training activity and create goals to help you achieve your training aims.
Meet the sponsor: Xero
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