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3
UNITS

Recorded Webinar | ACCA

Taxation of couples and families

This course explores key tax planning strategies for families and their businesses throughout life stages, covering income splitting, separation, pensions, business lifecycle planning, and inheritance tax

Overview

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Tax is an issue that affects individuals at all points in their lifetime, although it becomes crucial at certain points. This course will consider the planning that can affect families both from a personal perspective and for their businesses

 

Key features:

  • General tax planning issues for families, including splitting of income between spouses
  • Separation and divorce
  • Pensions and other tax-effective investments
  • Planning through the business lifecycle
  • Inheritance tax and will planning

Ros Martin

Ros Martin CTA is a consultant and lecturer covering all aspects of direct tax and Stamp Duty Land Tax. She was an Inland Revenue fully trained Inspector until 2000 when she left to become a consultant advising on tax planning for large and small businesses and individuals as well as dealing with full and aspect inquiry work.

Her clients are mainly small and medium-sized accountants and the consultancy work gives a particular opportunity to understand the key issues of concerns for such professionals and consider the practical aspects of the application of legislation.

3 CPD units

 

ACCA members can use this learning to meet their CPD requirements, provided it is relevant to their career. If the event contributes to general knowledge and skills, it should be recorded as non-verifiable CPD. If the learning can be applied in the workplace, it will contribute to verifiable CPD.

 

Course handout material

The webinar handout material will be available on the webinar platform when you log in to view the session.

If you wish to view or download handout materials, before starting the webinar, they will also be available through your document library on https://events.accaglobal.com

This event was recorded on 19 Nov 2025

Price

Price (excluding VAT) 68 GBP

Location

United Kingdom

Date & time

On demand

Enquiries

Email enquiries UKCL@accaglobal.com

Course provider

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