Skip to main content

Taxation

Tax & Estate Planning for Business Owners in 2021 (High Net Worth Individuals)

Course Summary

2 hours webinar

€ 65

Buy Now

Related Courses

Schedule

  • 2
    Day
    10:00 - 14:00 Book The Full 4 Part Series, €250
  • 13
    Apr
    12:00 - 13:40 Tax & Estate Planning for Business Owners in 2021, €65

Tax & Estate Planning for Business Owners in 2021 (High Net Worth Individuals)

Date: Tuesday, 13 April
Time: 12:00 – 13:40
Speaker: Joe Thompson, Joe Thompson Tax Advisors

During this session on tax and estate planning for business owners, Joe Thompson will be covering the following topics:

  • Case Study showing group structure with planning for future CGT holding company exemption, CGT retirement relief/CGT entrepreneurial relief in mind
  • The conditions relevant for claims for CGT holding company exemption, CGT retirement relief/CGT entrepreneur relief
  • Other tax planning options for future exit/retirement
  • How a family partnership structure works as a tax/estate planning structure for holding family assets and investments
  • Tax planning in a negative interest rate environment
  • Other useful estate planning tools in 2021.

The session will give all attendees the following insights:

  • An understanding of what tax planning opportunities and structures are available for business owners and high-net-worth individuals in 2021
  • Planning for CGT holding company exemption for business owners
  • Planning for CGT Retirement relief and CGT entrepreneur’s relief
  • Estate planning tools for individuals in 2021 including the dwelling house exemption
  • Understanding how a family partnership works for estate planning purposes
  • Tax planning in a negative interest rate environment
  • Other useful estate planning tools in 2021

The Spring Taxation Essentials – 8 Hours Tax CPD For Irish Accountants

This event is part 2 of the Spring Taxation Essentials. To find out more and book access to the full 8 Hour tax event across 2 days, click here.


 

CPD Course Speaker:

Joe Thompson Joe Thompson Tax Advisors

Joe is a Chartered Tax Adviser (CTA) having become an Associate of the Irish Tax Institute in 2002. After finishing the Bachelor of Science (Management) Degree course in DIT/Trinity College Dublin, Joe started in a role as trainee tax adviser with a private client tax firm in Dublin and qualified as a CTA in 2002.

Joe gained experience during 2001 while on secondment in Jersey, the Channel Islands where he worked in offshore trust and company administration. During 2004, Joe worked in Australia in the taxation departments of State Street and Multiplex, a quoted property and development company based in Sydney, Australia.

Following a return to Ireland in 2005, Joe worked with three of the top private client tax firms in Dublin including working as an Associate Director of a private client tax firm in the period from 2010 to early 2020.

Joe formed Joe Thompson Tax Advisors in 2020 as a private client tax firm aimed at providing high-quality tax advice mainly to high net worth individuals. Joe Thompson Tax Advisors also provide taxation advice to families, partnerships, trustees, executors, small/medium businesses and other professionals.

Joe has contributed through lecturing and drafting material for the Irish Taxation Institute including the recent Certificate in Capital Taxes for Private Clients course in October 2019 and has presented on the Taxation of Private Client Investments as part of the Irish Taxation Institute CPD Round-Up conferences. Joe has presented regularly to clients and private banks on private client matters.


CPD Course Facilitator:

John Murphy – OmniPro Tax and Legal

As a lead member of our technical support team, John relishes problem-solving to help accountants develop innovative client solutions and sharing technical knowledge on tax, financial reporting and auditing.

A Chartered Tax Adviser, he advises clients in practice on a range of issues from income tax, tax planning, restructuring and exit planning to Revenue audits.  In addition, he provides support on financial reporting, auditing and company law; conducts company valuations and advises on pre-sale restructuring.