Who is this RECORDING aimed at?
This RECORDING is aimed at business owners, accountants, and advisers wanting to navigating inheritance tax.
Introduction
Navigating UK Inheritance Tax
Join us for a 30-minute RECORDING exploring the latest UK inheritance tax rules and practical strategies to protect your wealth. Learn how to structure your estate efficiently, minimise tax liabilities, and pass on maximum wealth to your intended beneficiaries. This session is ideal for business owners, accountants, and financial advisors seeking to stay ahead of recent updates and planning opportunities.
In particular, the session will consider:
Presenter
ETC Tax are a specialist tax advisory firm with two specific aims:
– To make tax advice more accessible and more effective in meeting the needs of SMEs, OMBs, entrepreneurs and high net worth individuals.
– To help other professional advisers provide a full service offering to their clients, and ultimately to help them enhance and grow their practices.
Our tax team is made up of a group of highly experienced Chartered Tax Advisers who have a wealth of tax experience, mostly gained at Big 4 and Top Ten accountancy firms. We pride ourselves on delivering complex tax advice in a commercial and ‘user friendly’ way.
How do I access the Webinar?
The webinar will be emailed over once you have registered and the event has closed
As part of our Ladies That Launch series, we held a successful event at the Con Club with clients and colleagues from in and around Altrincham. Guest speakers included Judy Parsons, aka The LinkedIn Lady, who shared LinkedIn tips and insights, and Julie Harris, a headshot expert, who offered guidance on creating the perfect smile for professional headshots.
Our 10-year anniversary was celebrated in May 2025 with a small gathering of close contacts from throughout our journey.
Our Breakfast Club networking events are designed to be very relaxed and informal, with no agenda. It’s all about getting to know people
For the last 12 months, we have been running breakfast networking events in Altrincham, primarily (but not exclusively) aimed at those working in the legal and financial services sector.
We would love it if you or one of your colleagues would join us at our next event on 13th March 2025.
What is it all about?
Our Breakfast Club networking events are designed to be very relaxed and informal, with no agenda. It’s all about getting to know people who work in similar businesses in the local (Altrincham, Hale, Sale and Timperley ) area.
Where – West Beverly – Altrincham
Date – 13th March 2025
Time – Arrive between 9 am and 9:30am for tea and coffee, breakfast at 9:30am and close by 10:30am.
What do I need to know?
Breakfast is paid for by us (we ask you to order in advance from a set menu around a week before), we will be in touch nearer the event. (For further information please email comms@etctax.)
You will have plenty of opportunity to mingle with like-minded people both before, and when seated, for breakfast.
We look forward to meeting you soon
Amie, Olivia, Sarah and all at ETC Tax
Who is this aimed at?
This technical RECORDING is aimed at professional advisers
Introduction
This technical covers the end of the remittance basis and other changes for non-doms
What is covered in the slides?
A rough guide to domicile
Pre April 2025 rules
Individuals
Income tax / CGT
IHT
Trusts
Income tax
CGT
IHT
Post April 2025 rules
Individuals
Income tax / CGT
IHT
Trusts
Income tax
CGT
IHT
Speaker
Andrew Wood
Andy was called to the bar in 2019 after learning his ‘trade’ in large, international accountancy firms including the Big 4.
Over a decade ago (2011 to be precise), hoping that some of the magic dust from these entrepreneurial clients had rubbed off on him, he established his own tax advisory business.
His clients, as well as the aforementioned entrepreneurs, also include high-net-worth individuals, sports persons and entertainers and private companies.
Following his call, Andy hopes that he can bring his own commercial experience, and strong problem-solving skills, to advising his clients at the bar.
He believes passionately that all clients should get clear and decisive advice that should be delivered in plain English.
He is a member of the Chartered Institute of Taxation (Fellow) and the Society of Trust & Estate Practitioners (“STEP”).
He is also the author of the book, Cryptocurrencies and other other digital assets: Tax Law and Practice published by Claritax Books. The first of its kind covering the taxation of cryptoassets in the UK.
ETC Tax are a specialist tax advisory firm with two specific aims:
– To make tax advice more accessible and more effective in meeting the needs of SMEs, OMBs, entrepreneurs and high net worth individuals.
– To help other professional advisers provide a full service offering to their clients, and ultimately to help them enhance and grow their practices.
Our tax team is made up of a group of highly experienced Chartered Tax Advisers who have a wealth of tax experience, mostly gained at Big 4 and Top Ten accountancy firms. We pride ourselves on delivering complex tax advice in a commercial and ‘user friendly’ way.
How do I access the Webinar?
The webinar will be a recording. Once you have registered you will receive a confirmation email, once the recording is available this will be emailed over.
To find your confirmation email, go to your emails and search for emails from “noreply@order.eventbrite.com.”
Any further questions please contact comms@etctax.co.uk.
Who is this aimed at?
This topical webinar is aimed at those who would like an awareness of estate planning in order to able to advise or talk to their clients about such matters.
Introduction
The family investment company is not a new concept, but we have seen over the past few years an increase in interest in a type of investment vehicle which can be used by the investors to save tax but also benefit from investment income during their lifetime and then be able to pass on the wealth they have created to future generations as efficiently as possible.
What is covered in the slides?
•What is an estate?
•General IHT planning
•IHT reliefs
•IHT for non-UK domiciled individuals
•Offshore trusts
•IHT on Trusts
•Tax planning for the family company
•Other planning and pitfalls
ETC Tax are a specialist tax advisory firm with two specific aims:
– To make tax advice more accessible and more effective in meeting the needs of SMEs, OMBs, entrepreneurs and high net worth individuals.
– To help other professional advisers provide a full service offering to their clients, and ultimately to help them enhance and grow their practices.
Our tax team is made up of a group of highly experienced Chartered Tax Advisers who have a wealth of tax experience, mostly gained at Big 4 and Top Ten accountancy firms. We pride ourselves on delivering complex tax advice in a commercial and ‘user friendly’ way.
How do I access the Webinar?
The webinar will be hosted on Zoom. Once you purchase your ticket you will receive a confirmation email which will include a link to the online event page with Zoom login details. You can also add the event, including the link to your calendar.
To find your confirmation email, go to your emails and search for emails from “noreply@order.eventbrite.com.”
If you cannot find the email, you can visit this event page and click access the event instead once the Zoom meeting opens.
Please remember to use the same email address for Zoom as you used to register on Eventbrite.
Reminders will also be sent two days and one hour before the webinar. These will also include a link to the event.
If you still aren’t able to find how to join the event or are struggling on the day, please contact comms@etctax.co.uk.
