Estate Planning for Accountants - September 2023 (3 Hours of CPD) 3 Hours CPD BTR Concessions

BTR Concessions

EV benefits

Share buys backs and other complex transactions

Financial Planners and Accountants

Viable planning strategies and methods for evolving from an existing business structure to a new type of structure in a tax efficient manner

Estate Planning for Accountants - September 2023 (3 Hours of CPD) 3 Hours CPD BTR ConcessionsEstate Planning is a wide ranging topic that is used by Lawyers, Financial Planners and Accountants. Many clients need estate planning, especially those with business structures as many of their assets will not be dealt with under their will. The accountant is best placed to coordinate the Estate Planning process for their business clients because it is often only the accountant who knows what assets are held in what entity. That is why Advisers