Tax planning for the family business (November)
Timings: 09.30-12.30 (UK time)
AAT Masterclass: The essentials for navigating tax planning for your clients with a family business.
Exclusive discounts for AAT members: From £81 to £90 (Non-members £126)
You will be redirected to an external site for booking.
Course Type
Live online course
Date
19 Nov 2025, 09.30
Length
3 - 5 hours
What you’ll achieve
- identify key tax planning opportunities for family businesses
- understand the impact of upcoming NIC, CGT, and IHT changes
- evaluate business structures and succession options
- incorporate VAT and compliance updates into wider planning
About this course
From extracting profits in a tax-efficient way to planning for succession and inheritance tax changes, finance professionals need to stay ahead of the latest rules and opportunities to ensure they deliver real value to clients and organisations.
This masterclass will expand your knowledge of the current tax landscape and help you to effectively navigate new developments impacting family businesses. We have new updates on planning for the IHT business tax changes that come in on 6th April 2026 and recent changes in practice regarding close company loans to participators. With a strong focus on case studies and examples, it will equip you with actionable strategies to help businesses make informed decisions, optimise their tax position, and plan effectively for the future.
This course is aimed at finance professionals working in practice as well as those in industry who are involved in tax advice or tax planning for their client’s businesses or organisations, who are familiar with the taxation system for 25/26 and need to update their knowledge.
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.
Read moreOverview
Live online course |
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3 - 5 hours |
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Business Tax |
Syllabus
This masterclass will cover:
- Tax and NIC planning for the family business
- planning for the increased employer’s national insurance contributions
- extraction of funds from the family company
- capital allowances changes in practice
- the best structure for the business
- benefits in kind update and planning
- bringing in family members into the business
- rewarding the owners in a tax efficient manner
- liquidating the company
- CGT planning
- planning for the IHT business tax changes that come in on 6th April 2026
- practical case studies
- VAT Business Update & Planning
- recent changes in practice regarding close company loans to participators
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.