In previous Tax Nav’s, we have looked at the various different tax efficient “boxes” for different assets. In this session we focus on the property boxes.
For many clients, the October 2024 Budget moved the goalposts on their property investments, and we expect to see changes in investment behaviour, with some clients having to exchange their property assets for more liquid alternatives.
So how readily do the property boxes cope with these changes, and what can your clients do? And where should they now put their remaining properties?
All these questions are be covered, and more, in Tax Nav 7 | Rethinking Property Tax Planning Post-Budget.
Watch the 7th Tax Nav on demand here: RETHINKING PROPERTY TAX PLANNING POST-BUDGET.
Duration: 1 hour
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.