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Financial Liverpool CPD Event - THURSDAY 6 Dec 2018
Title
Divorce, Tax and Valuations
Speaker
Wayne Dutton of PwC
Timing
Coffee and networking 8:00 – 8:30
CPD talk 8:30 – 9:30
Venue
Tilney offices, Liver Building, Pier Head, Liverpool L3 1NY
PLEASE USE THE RIVERSIDE ENTRANCE
Details
Wayne Dutton and colleagues from PwC will present on a number of valuation and tax issues that are relevant to persons going through a divorce or dissolution of a civil partnership.
Whilst many advisors are aware that transferring assets between partners during the year of separation can be done tax free there are a number of pitfalls for the unwary that could crystallise unexpected tax charges. Alongside this there are also a number of valuation matters that may need to be addressed, particularly in relation to interests in unquoted businesses.
The presentation will cover the following:
Provide an outline of different valuation methods.
How leveraging can impact a valuation.
Tax issues concerning the main home
Business break up
Top ten tax tips for divorce/dissolution
Stamp Duty Land Tax issues
The presentation will focus on matters that could have a significant impact on a client’s tax position and help you to identify some potential traps going forward.
The target audience will be financial planners, paraplanners, investment professionals, accountants and legal professionals.
The learning objectives will be to:
1. Gain a high level understanding of asset valuations for divorce purposes
2. Help you to identify potential tax problem areas for clients as they go through the divorce/dissolution process.
3. Gain an appreciation of specific Stamp Duty Land Tax problems.
The learning outcome will be for the audience to come away with an understanding of tax matters that need consideration should a client be going through a divorce/dissolution of a civil partnership.
Do you have questions about Financial Liverpool December 2018 talk - Divorce, Tax and Valuations ?
Contact Financial Liverpool
Financial Liverpool is a society for professionals working in the financial services sector in Merseyside, including financial advisers, discretionary fund managers, pension providers, private client lawyers etc.
We host ten meetings per year, usually the first Thursday of the month (from 2018 onwards).
The current format is a talk for about an hour followed by a lunch where you can network with fellow members. The events start at noon and are hosted by Tilney in the Royal Liver Building.
The events are free for members, and membership is free if you are a member of CII/PFS (otherwise a charge of £60 applies for your firm's annual membership).
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