We are delighted to offer Lifecycle’s Autumn Tax Update 2020 with speakers from the entertaining and highly acclaimed PTP Training, Giles Mooney and Mark Ward.

Our topic will be Tax planning in difficult economic times with particular focus on OMBs.

With many businesses facing difficult choices and hard times ahead, this course will consider some simple tax planning ideas which advisers should consider for their self-employed and corporate clients. The course will cover business tax, tax issues around working from home, income tax considerations and losses.

The course will also look at the most efficient ways to extract profits from family businesses. It is a topic which continues to be hotly debated and, following the coronavirus epidemic it is more likely than ever that businesses will need to consider if their current strategies are suitable. Overdrawn loan accounts and excessive dividend payments in companies who had paid money to directors/shareholders before profits fell as a result of Covid-19 will be among the topics covered. 

Schedule

Due to ongoing uncertainty surrounding Covid-19, these sessions will be delivered online, with each being presented live on a regional basis.

Our seminars are available to Lifecycle members only, and will be limited in numbers to ensure you get the most out of the session.

How to Book

Members can book a place on your member dashboard.

Not a member? Book your place and you will be signed up to Lifecycle membership.

Speakers

Giles Mooney BSc (Hons) ACA CTA

Giles is a Chartered Accountant and Chartered Tax Adviser and has been involved in UK tax training for many years, presenting across various media channels.

Giles started his career with a small firm of accountants and tax advisers, before working as a director of a large professional training company. He has written for a number of publications on various UK tax and business issues including writing PTP’s own monthly publication – Professional Tax Update. Giles entertains and educates professionals several days each week running tax seminars throughout the country. He is also the presenter of TAXtv and AccountingTV.

Giles is a partner of The Professional Training Partnership, Managing Director of PTP Ltd and a director of Absolute Software Ltd.

Giles is chairman of Northampton Rowing Club and, when he can find the time, rows competitively himself.

Mark Ward LLB; CTA

Mark qualified with Arthur Andersen in 1989, having previously worked in the tax departments of a small and a medium size firm. He has been lecturing on a wide variety of tax matters for some 25 years to qualified practitioners and industry specialists in the UK and overseas. His ability to quickly establish a rapport with his audience, and discuss complex matters in a practical, and understandable style has led to Mark becoming much in demand on the lecturing circuit.

Mark has the unenviable task of preparing the slideshow for the monthly Professional Tax Update, and likes to add the odd mischievous graphic to lighten the content.