Due to the Coronavirus pandemic our tax courses are being run as virtual events click eventbrite link below in blue:
To book for Part 1 and Part 2 over one day
Capital Gains tax Course 11th March 2021
CAPITAL GAINS TAX
Sue Bryer Landlord Tax Training LANDLORD
Virtual (Webinar based) as a one day event form 9.30am to 5.00pm
on Thursday 11th March 2021
On booking a place, you will be sent a weblink to join our course using our Zoom Webinar Platform
Full details of this course and to subscribe to our podcasts are on our website.
Thursday 11th March 2021
CGT jargon and terminology
HMRC’s expanding bag of regulation: DOTAS (Disclosure of tax avoidance
schemes) and other Anti Avoidance schemes
Principles of Capital Gains Tax (CGT)
CGT and the link to Income tax rates
CGT rules for rented properties and how it is calculated
CGT reliefs and allowances (timing is everything)
key areas covered
Whether to operate as a company or individual investor (pros and cons of incorporation)
Proposed changes for Lettings Relief – possibly a red herring, what is its true value should you sell?
CGT calculations and clear worked examples modelling the method of how to calculate your CGT on BTL and when a previous main residence has been let.
Stamp Duty Land Tax v CGT
Strategies around reducing CGT liability and tax planning
What happens to my gain and debts when/if I incorporate?
How can I use AEA (Annual Exemption Allowance) every year? Are you wasting yours?
Due to the Coronavirus pandemic our tax courses are being run online as Virtual Training Events. On booking a place, you will be sent a weblink to join our course using the Zoom Webinar Platform.
There is no need for you to download the Zoom app – just click on the link.Your screen will show both a video of your trainer and the PowerPoint slides used during training.
You will need to be able to listen live to the trainers on your computer, laptop or tablet and if you want to ask a question live, a microphone will need to be enabled on your chosen hardware.
Alternatively, you will be able to ask a question by typing it into the Q and A box and a second trainer will supply or an answer or ask the live trainer to deal with query as if on a face to face course.”
SEE BELOW For MY BLOGS and insights on S24 TO EXPLAIN HOW I TEACH - please listen to my podcasts see link on home page
The truth and impact of S24 and the new way landlords are taxed has not been fully explained or understood - landlords need to take decisive action before it is too late. Many tax bills will continue to rise each year due to S24. Many landlords who own a property individually are sitting on a time bomb - each time line different depending on your gearing .marginal rates and the way you monitor three calculations.
It won’t always be the 20% value of the interest loan relief that is deducted from your tax bill! This is the hidden detail which has not been addressed. It is the lowest of three calculations which many landlords have not grasped. By understanding this key point you can manage the tax burden on your portfolio more efficiently.
In delivery and design I offer a learning journey for every landlord to acquire a secure knowledge of the tax system, the tax changes landlords are facing and a “bag of tools” to unpick their own portfolios. The course is essential for all landlords so they can understand the impact of S24 of the Finance Act 2016 on their own portfolios and its hidden ill with mortgages. Without action it could potentially put a landlord into a position where they are unable to pay their tax bill. Landlords must take decisive action and engage with these changes before it is too late.
This course will highlight the new tax changes being phased in by 2020-2021 whereby the landlord will only be able to claim a 20% tax relief from their tax bill. It won’t always be the 20% value of the interest loan relief! This is the hidden detail which has not been addressed. Landlords are now in the last tax year of these changes. Many landlords may begin to look for the causes of their higher tax bill and ask for help and possible solutions over the coming years.
With ‘user friendly’ worked examples the course focuses on conceptual understanding before the figures and calculations are applied. Quality work is done on the Income tax regime and specifically tax thresholds to enable the landlords to work out their own individual position with S24.
The course will look at possible solutions and the emerging strategies available to the landlord to mitigate these changes.
In delivery and design I offer a learning journey to acquire a secure knowledge of the tax system, the changes landlords are facing and a “bag of tools” to unpick their own portfolios. Landlord’s portfolios are individual to them alone and landlord should choose individual solutions.
About me and my approach to learning vital tax information
As a qualified teacher, I understand how people learn and how to present and unravel complicated concepts with a clear and simple approach.This knowledge will empower you to understand your own position more clearly and have creditable and accountable conversations with your tax advisers and accountants as they seek to offer you solutions.
All course design is the intellectual property of Susan Bryer of Priestly Properties LTD including the conceptual teaching approach and worked examples.
I am impartial when I deliver the courses but aim to provide a broad perspective of options and strategies. I am not selling the delegates anything or trying to get them to instruct me to use a strategy, which in my experience is often the motivation of tax advisers who present. Speakers often promote what they are wishing to sell or concentrate their presentation only in the areas of their expertise.
The tax courses I have written draw on my legal knowledge and practical experience acquired over 30 years as a landlord, solicitor and investor.
Specialist Landlord Taxation Course Part 1 and 2 - click top right menu for details of the modules
Capital Gains Tax Course - as above