As we continue to develop our online training programme for 2024/25, we’re pleased to announce this new series of webinars delivered by Rob Newman of Carter Collins & Myer. Rob is no stranger to the College, having previously delivered courses for us on-site at our dedicated training centre in Lincoln.
On the launch of this new series of webinars, Rob comments:
I’m delighted to continue my collaboration with the Society, having had the pleasure of delivering various in person and online CPD events over the years. I’m excited to announce that I will now be providing a series of CPD webinars on Zoom tailored specifically to your needs as will writers.
Each webinar is two hours long and designed to deepen your knowledge and enhance your practice.
Here’s what you can expect:
Tax-Focused Webinars:
- Inheritance Tax Planning: Learn strategies to minimise inheritance tax using gifts, exemptions, and trusts.
- Gifts and Exemptions: Understand the rules around gifting, including the seven-year rule and specific allowances.
- Trusts in Wills: Discover how setting up trusts can help manage and reduce tax liabilities.
- Property and the Residence Nil Rate Band: Explore how leaving property to direct descendants can increase the tax-free threshold.
- Life Insurance and Pensions: Ensure your client’s life insurance and pensions are tax-efficient and pass outside the estate.
Practice Management Webinars:
- Financial Planning and Cash Flow Management: Improve cash flow forecasting and budgeting for business growth.
- Tax Efficiency Strategies for Small Businesses: Maximise tax reliefs and structure your business optimally.
- Choosing the Right Business Structure: Get guidance on selecting the most suitable legal structure.
- Bookkeeping Best Practices and Accounting Software: Enhance your record-keeping with modern tools.
- Avoiding Common Financial Pitfalls: Practical advice to maintain financial health and stability.
These webinars offer an excellent opportunity to update your skills and ensure your practice remains at the cutting edge.
Please note: All webinars will be recorded. By booking, you consent to the recording being made and shared with all attendees.
Dates:
2024:
- 25th September – Inheritance Tax Planning
- 30th October – Financial Planning and Cash Flow Management
- 20th November – Gifts and Exemptions
- 11th December – Tax Efficiency Strategies for Small Businesses
2025:
- 26th February – Trusts in Wills
- 26th March – Choosing the Right Business Structure
- 23rd April – Property and the Residence Nil Rate Band
- 14th May – Bookkeeping Best Practices and Accounting Software
- 23rd June – Life Insurance and Pensions
- 23rd July – Avoiding Common Financial Pitfalls
All sessions are hosted on Zoom and start at 10 am. Please ensure you have joined in time for the session to begin promptly.
Costs:
- £15 per webinar
- £100 if booked altogether
Access details will be delivered once payment has been confirmed.
A recording will be provided if you cannot make any particular session.