TAX PLANNING post Finance Act 2025

Written by Mandy West on 10/02/2025 18:52

‘TAX PLANNING post Finance Act 2025’
KEY HAVEN PUBLICATIONS LTD
An Afternoon Seminar
Wednesday, March 26th 2025
The Law Society, 113 Chancery Lane, London WC2A 1PL
SPEAKERS
Robert Venables K.C. (Chairman)
Harriet Brown
Ross Birkbeck
Rebecca Sheldon
The speakers are all practising barristers and members of Old Square Tax Chambers,15 Old
Square, Lincoln’s Inn W2A 3UE: Website: www.taxchambers.com, Contact:
[email protected] or 020 7242 2744

THE 2025 FINANCE ACT
Finance Act 2025 will introduce far reaching changes to the way in which persons who are United
Kingdom resident will be charged to income tax, capital gains tax and inheritance tax and some
persons and trusts who are not United Kingdom resident will be charged to inheritance tax.
The Finance Bill has already been amended in material ways since publication and may yet be
further amended before it becomes law.
The aim of the seminar is to explore ways in which taxpayers can best plan to deal with the new
regime.
TIMETABLE
13.00 Arrival and Registration with Refreshments
Note, to comply with enhanced security requirements, delegates will need to bring
identification showing their name and photograph

14.00 Chairman’s Introduction – Robert Venables K.C.
To include summary of relevant changes to Finance Act 2025 as compared with 2024 Autumn
Budget and announcements

14.10 Capital Gains Tax and Income Tax Planning for Offshore Trusts (And Their Settlors and
Beneficiaries) Post Finance Act 2025 – Robert Venables K.C.
Planning of particular relevance to United Kingdom resident present and past foreign domiciliaries

15.00 New Relief for New UK Residents on Foreign Income (the “FIG” Regime) –
Ross Birkbeck
To include Finance Bill 2024 / 25 changes

15.35 Discussion Session with Refreshments

15.50 Existing UK Resident Foreign Domiciliaries – Rebecca Sheldon
Phasing out of remittance basis – temporary repatriation facility – Rebasing of assets for CGT

16.20 Inheritance Tax Planning for Trusts (and Their Settlors and Beneficiaries) –
Harriet Brown

17.00 Questions to Speakers and Panel Discussion

17.30 Close of Seminar

FEES
£500 per delegate plus VAT (£100.00) = £600
(to include course notes and refreshments)

REGISTRATION DETAILS
For application and conditions please contact:
Key Haven Publications Ltd, PO Box 669, Oxford OX3 3AU Tel: 01865 352121;
E-mail: [email protected]

CANCELLATIONS:
Those confirmed in writing 30 days prior to the Seminar qualify for a full refund,
subject to a £50 administration fee. Cancellations within 30 days prior to the Seminar do not
qualify for a refund, although substitutions will normally be allowed at Key Haven’s discretion.