Following the Budget, are the previous Tax Nav case studies still relevant? Would we need to change anything in the advice we gave previously, or are they unaffected by the new legislation?
In Tax Nav 5, we are going to briefly re-visit each of these case studies, to explore how these are different after the Budget, whether we would do anything differently now, and of course, whether these are still good ideas to discuss with your clients.
Watch the fifth Tax Nav on demand here: BUDGET ’24 & SMEs – Navigating changes for Business Exits, FICs and SSAS
Duration: 1 hour
Our Tax Nav series is aimed at showing the types of client scenarios that we come across regularly, and the type of projects that we get involved with. Over the last 6 months, our Tax Nav presentations have covered a number of different real life case studies, including:
- Business Exits
- Employee Ownership Trusts
- Family Buyouts
- Family Investment Companies
- Tax planning using a SSAS
MEET THE SPEAKERS
Callum James
Director
Callum James
Director
Callum started his career in Accountancy practice where he qualified as a chartered accountant before moving into a career in Tax advice, and obtaining the chartered tax qualification in 2020.
Since joining WBR Tax, Callum has advised on a vast range of tax planning opportunities.
However, Callum’s main focus is in providing estate planning advice to business owners and wealthy individuals where he applies his technical abilities to identify creative solutions and tackle any tax risks.
Callum is responsible for the providing excellence client service in the delivery of the team’s advisory projects.
Away from WBR, you can count on finding Callum in a sporting environment – whether it be playing football, running around the squash court or working on his golf swing. Callum is also a lover of live music and is regular attendee of the Glastonbury festival.
Peter Collier
Director of Sales & Marketing
Peter Collier
Director of Sales & Marketing
Peter is Director of Sales & Marketing for WBR Group. He fell into pensions in 1997, after being invited to join the board of the company that looked after his SSAS, at the time he exited that business.
Since then, Peter has held senior roles in marketing, business development and strategy within wealth management. He was head of Marketing Strategy at the private bank, Brown Shipley from 2002 to 2012. As Business Development Director at Hurley Partners (latterly Mattioli Woods), Peter was responsible for intermediary and direct sales as well as working on significant corporate projects.
Being a SSAS client for over 30 years, Peter is fully conversant with the product’s benefits and operation. In his time in wealth management he was a regulated adviser and a member of the Securities Institute. He qualified as a Chartered Accountant ‘a long while ago’ and is therefore an FCA.
In his spare time Peter and his wife Melanie look after their small-holding, various animals and orchards, as well as acting as a chauffeur to his daughter! He is a lifelong Spurs supporter and also an avid golf & cricket watcher, and sometimes player.
For further information about tax Strategies involving a SSAS Pension and our tax advisory services, please email [email protected].