Two hours to tax confidence - Personal tax
Timing: 09.30–11.30 (UK time)
AAT Masterclass: This practical, expert-led session provides a comprehensive overview of today’s personal tax landscape, helping finance professionals strengthen technical knowledge, stay current with legislative and HMRC developments, and confidently identify planning opportunities, improve compliance, and deliver greater value to clients.
Exclusive discounts for AAT members: From £41.00 to £45.00 (Non-members £63.00)
Course Type
Live online course
Date
18 Feb 2027, 09.30
Length
2 hours
What you’ll achieve
- Identify principal personal tax changes arising from the latest Budget, Finance Act and HMRC guidance
- Apply the current income tax rates, allowances and income-ordering rules to common client situations
- Explain the main tax and National Insurance issues affecting employees, directors, sole traders and partners
- Calculate adjusted net income and recognise its effect on personal allowances, tax charges and reliefs
- Identify common tax issues relating to property, savings, dividends and capital disposals
- Determine which clients are within Making Tax Digital for Income Tax and understand compliance requirements
- Recognise the main personal tax planning opportunities available to business owners and their families
- Identify common compliance errors, reporting deadlines and circumstances requiring specialist advice
About this course
Personal taxation is a fast-moving and increasingly complex area, with frequent legislative changes, evolving HMRC guidance and expanding compliance requirements. Delivered by Stephanie Churchill, Founder and Joint Owner of Churchill Taxation, this practical masterclass will help you confidently navigate key areas including income tax, employment income, property taxation, capital gains tax, Making Tax Digital and tax planning opportunities. Through practical examples and real-world scenarios, you'll gain the knowledge to identify planning opportunities, improve compliance, reduce risk and recognise when specialist advice may be needed.
- AAT professional members (AATQB, MAAT, FMAAT)
- Licensed Bookkeepers who assist with year-end accounts or corporation tax compliance looking to refresh their existing knowledge of personal tax
- Finance professionals looking to stay up to date with personal tax law changes
- Personnel responsible for advising business owners, sole traders, partners, landlords and company directors in the matters of personal tax
Meet the Speaker(s)
Stephanie Churchill
Founder, Churchill TaxationStephanie Churchill
Founder, Churchill TaxationStephanie, the founder of Churchill Taxation and joint owner – has been in the tax profession for around 25 years. She trained at one of the big four accountancy firms and worked in mid-tier companies for several years.
An experienced tax professional, Stephanie is known for her work with wealthy business owners and high net worth individuals (HNWIs), who benefit from her combination of technical expertise and commercial knowhow.
As a Fellow of the Chartered Institute of Taxation (CIOT), Stephanie has proved her competence in the industry. She’s also a member of the Society of Trust and Estate Practitioners (STEP) – a global professional association for advisers who specialise in family inheritance and succession planning. Plus, she’s a practicing member of the Association of Accounting Technicians (AAT)
Read moreOverview
Live online course |
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2 hours |
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Tax |
Syllabus
The content will be reviewed immediately before delivery and updated for the latest enacted legislation, Budget measures and HMRC guidance.
This masterclass is delivered with practical explanations, worked examples, short case studies and opportunities for delegate questions throughout.
The session will cover:
- Update on recent developments and the personal tax framework
- Overview of employment income, directors and National Insurance
- The impact on sole traders and partnerships
- Key areas, including property, savings and dividend income
- Making Tax Digital for Income Tax
- Changes to capital gains and business-owner considerations
- Unpacking reliefs, tax charges and practical planning
- A look at compliance, practical review and a case study
How to access
Purchase securely online, and we’ll send you further instructions and your booking confirmation explaining how to attend the live masterclass.
