Due to the Coronavirus pandemic our tax courses are being run as virtual events click Eventbrite link below to book a place.
To book for Part 1 and Part 2
of the Specialist Landlord Tax course:
TO BOOK AN ONLINE VIRTUAL CLASSROOM PLACE ON PART 1 AND PART 2
CLICK THE EVENTBRITE LINK :
Online Special Tax Course 7th October 2021
THE AIMS OF THE COURSE AND VALUE TO THE DELEGATES
These online virtual classroom courses offer a sharp and focused education concerning the tax regimes and changes following S24 of the Finance Act 2016.
In delivery and design I offer a secure knowledge of the tax system, the changes landlords are facing and a “bag of tools” to unpick their own portfolios.
Not one size fits all – each portfolio is different. The courses are based on secure conceptual learning followed by user friendly examples of calculations and scenario work where earlier learning is applied.
PART 1 ONLINE TAX COURSE 11th Feb approx 3.5 hrs with 10 min comfort break
Introduction and overview of the UK Tax regime
Inheritance Tax, Capital Gains Tax (brief overview) and Corporation Tax
Income Tax –an analysis and its relationship with section 24 (new way of being taxed- new vocabulary that is essential
Allowable expenses and what to offset
Full explanation of Section 24 tax implications and clear worked examples
An explanation of why 20% tax payers are possibly the most vulnerable-how often do you hear the soundbites that a 20% tax payer will not be affected? - they will be if they are not educated on what to monitor.
Templates created by myself will be shared on the course to enable landlords to complete calculations on their own personal portfolios and to understand their tax liability
Your 20% tax reducer (relief) may not be your finance costs! - I will share the devil in the detail around the three calculations to monitor to ensure your mortgage relief is your 20% tax reducer i.e the relief off your tax bill.
PART 2 ONLINE TAX COURSE 12th Feb approx 3.5 hrs with 10 min comfort break
Whether to operate as a company or individual investor (pros and cons of incorporation)
LLPs - a thorough explanation of the benefits of an LLP and how the drafting of ‘model clauses’ - which are shared - are essential to get the required flexibility for tax purposes
How to move from individual ownership to a company model or LLP
The various options available, and which ones to use in the light of S24- remodel, restructure, refinance or move property to a business environment - holiday lets?
Trusts -an introduction to their use and how they are taxed
Making Tax Digital
Smart exits and strategies during your lifetime for wealth management
Course management and joining instructions see below
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 MY BLOG 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 - click top right hand menu for full details of the modules
Here is a quick list of the topics I cover and revisit within the Tax regime and in my courses:
Inheritance Tax
The relationships between all the taxes (the overview and truths you can’t read in a book)
User friendly examples to explain tax concepts
The truth about section S24 -what will be your 20% tax reducer? It may not be your interest relief!
Income Tax
Corporation Tax
Capital Gains Tax and the changes to Lettings relief
HMO Regulations
Landlord and Property taxation
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