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Financial Liverpool December 2018 talk - Divorce, Tax and Valuations

Financial Liverpool

Thursday, 6 December 2018 from 08:00 to 09:30 (GMT)

Financial Liverpool December 2018 talk - Divorce, Tax...

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Type Remaining End Quantity
Financial Liverpool member 69 Tickets 4 Dec 2018 Free  
Guest   more info 18 Tickets 4 Dec 2018 Free  

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Event Details

Financial Liverpool CPD Event - THURSDAY 6 Dec 2018


Divorce, Tax and Valuations


Wayne Dutton of PwC


Coffee and networking                         8:00 – 8:30

CPD talk                                               8:30 – 9:30


Tilney offices, Liver Building, Pier Head, Liverpool L3 1NY



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
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When & Where

Liver Building
Pier Head
L3 1NY Liverpool
United Kingdom

Thursday, 6 December 2018 from 08:00 to 09:30 (GMT)

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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).

Click here for more information on how to join.

Financial Liverpool used to be called Merseyside Life & Pensions.

  Contact the Organiser

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