Post-Budget Analysis

Evelyn Partners Offices
Thursday, 07 December 2017
8:00 am – 9:30 am (UK time)
    • Wayne Dutton, Senior Manager, PWC

PLEASE NOTE THIS IS ON A THURSDAY NOT OUR USUAL FRIDAY SLOT

Following the Autumn Budget on 22 November 2017 Wayne Dutton and colleagues from PwC Liverpool will present an analysis and commentary on measures announced and introduced by the Chancellor Philip Hammond.

The Autumn Budget is likely to be the only major financial statement of the year and by the 7 December PwC will have been able to analyse any changes, properly consider them, and potentially discussed the application of any new measures with HMRC.

Whilst it’s always difficult to predict what is going to be in the Budget, we may see:

• Changes to Inheritance Tax Reliefs for business and agricultural property,
• an update on what VAT may look like post Brexit,
• more tinkering with Stamp Duty Land Tax, or
• will David Gauke’s announcement that there will be no further fundamental changes to pension tax relief in July mean just that?

The presentation will focus on measures that are likely to have the greatest impact on a client’s tax position and help you to understand and plan for this going forward.

The target audience will be financial planners, paraplanners, investment professionals, accountants and legal professionals.

The learning objectives will be to:

1. Understand the fiscal impact of the 2017 Budget and how this may affect the financial affairs of individuals and businesses.

2. Help advisors to understand how the fiscal changes may affect and impact advice given to clients in the past and in future.
The learning outcome will be for the audience to come away with a clear understanding of fiscal changes announced in the 2017 Autumn Budget so that they can factor these changes into future advice.

Please reserve your place at this event early by registering here.

About the speaker:

Wayne is a Senior Manager in PwC’s tax team and has been with PwC for more than twenty years having spent the previous five years with HMRC in a PAYE district and Special Compliance Office.

Wayne’s clients include business owners, family and owner managed companies, executives of private equity firms, and individuals and trusts resident both onshore and offshore. Wayne specialises in advising high net worth individuals together with their businesses on the tax implications of transactions and putting structures in place to manage family succession.

Venue
  • Evelyn Partners Offices
  • Liver Building, Pier Head
  • Liverpool
  • L3 1NY
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.