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 will be covered, and more, in Tax Nav 7 | Rethinking Property Tax Planning Post-Budget.
MEET THE SPEAKERS
Matthew Evans
Executive Director
Matthew Evans
Executive Director
Matthew is the Executive Director responsible for growing the tax business, linked strategic relationships and our “Blue Room” creative thinking.
Matthew’s career, started with a Big 4 accountancy firm eventually ran the Tax Consulting team at EY before moving to a leading tax boutique, working with successful entrepreneurs and family businesses.
After EY, his own tax business grew into a wider remit with a Wealth management division, and after exiting Matthew eventually returned to tax permanently, becoming a Partner at RSM where he led the East Midlands Private Client Services practice.
Away from WBR, Matthew likes to keep active. An ex-Rugby player who also swam the English Channel as part of a relay team, he now prefers swinging a golf club.
Callum James
Senior Manager