• Conference Outline

    Overview

    08:30 – 09:00

    Registration and Refreshments

    09:00 – 10:20

    Session 1 – IHT, Wills and Trusts

    10:20 – 10:40

    Break

    10:40 – 12:00

    Session 2 – AI: An Overview for Practitioners

    12:00 – 13:00

    Lunch

    13:00 – 14:20

    Session 3 – Benefits in Kind and Remuneration Tax Update and Planning

    14:20 – 14:40

    Break

    14:40 – 16:00

    Session 4 – 

    16:00

    Conference Close
  • IHT, Wills and Trusts

    Key features

    • Trusts have been used to reduce IHT but have other practical uses where IHT is an added complication
    • The incidence of IHT is affected by the disposition of a person's estate
    • Using trusts to reduce exposure to IHT
    • Purposes for which trusts can be used and minimisation of IHT costs
    • Where there's a will there's a reduction in IHT exposure
    • Impact of intestacy on IHT exposure
    • Trust registration is extending to non-taxable trusts as well

    Speaker: Paul Soper

  • Artificial Intelligence: An Overview for Practitioners

    Overview

    As AI continues to revolutionise society, this two-hour workshop is the perfect introduction for accountants and finance professionals seeking to go beyond the hype and get to grips with how this technology is changing the way we do business.

    Key features

    • Understand the unique nature of AI and chart its evolution
    • Identify current applications of AI in business and society
    • Demonstrate practical uses of Large Language Models
    • Explore uses of AI in finance and accountancy
    • Present a vision of AI for the future

    Speaker: David Culley

  • Benefits in Kind and Remuneration Tax Update

    Objectives

    This very practical session will review in detail benefits in kind and remuneration packages which are both tax and NIC efficient and the tax related planning opportunities relating to them.

     

    Key features

    • The benefits in kind which are tax and NIC efficient
    • Salary sacrifice planning for directors and employees
    • The tax benefits of businesses switching to electric vehicles
    • The current areas regarding P11Ds, PAYE and NIC that HMRC are challenging and reviewing
    • A review of the recent tax cases that relate to benefits in kind
    • Tax and NIC efficient extraction of funds and remuneration from the business
    • PAYE and NIC administration requirements and planning
    • Payrolling benefits in kind
    • Practical case studies
    • General overview

    Speaker: Tim Palmer