Preparing your client for tax year end – what they need to do now. Changes coming from 6th April

Aim

To help practitioners prepare their clients for the 2024/2025 tax year.

Outcome

Participants will be better equipped to help clients prepare for the new tax year and make the most of tax advantages whilst they can.

Agenda

• An update on tax changes coming in the new tax year
• A detailed review of what steps clients should be taking now regarding:
  • IHT
  • CGT
  • Income Tax
• Guidance on steps practitioners should be taking to protect and help Corporate Clients