Over the course of this course and Part 1 we will aim to cover the main tax aspects that are relevant to your clients who are either entrepreneurs, high net worth individuals, owner managed business or are contemplating succession.
We will address recent legislative changes and current planning opportunities for your clients.
Part 2 will specifically cover the following topics:
- Entrepreneur Relief and Retirement Relief – Interaction and maximisation of reliefs
- Opportunities to maximise Capital Gains Tax reliefs and what to watch out for
- Participation Exemption,
- 7 year CGT Relief,
- Principle Private Residence Relief.
- Tax Appeals Case update – review of interesting cases to date
Paula Keaney, Doyle Keaney Tax Advisors
Paula Keaney is a Tax Partner with Doyle Keaney Tax Advisors, a boutique tax practise. She specialises in providing tax advice to high net worth individuals and owner managed businesses. Her other areas of expertise include property transactions, tax efficient succession planning, corporate restructuring and reorganisations/ M&A and debt restructuring. Paula is a Chartered Tax Adviser (CTA) and a fellow of the Association of Chartered Certified Accountants (FCCA). Paula has lectured for ACA, ACCA, CTA and other professional bodies.