WEBINAR
Year-End Tax Planning with Gerald Edelman
5 MARCH 2025
10:00-11:00AM
Online
ABOUT THE EVENT
5 March 2025
You are invited to our upcoming webinar!
Hosted by our tax partners, join us on Thursday 5 March at 10:00am, as they walk through key year-end tax considerations and opportunities. Designed for individuals and business decision-makers, the session will cover recent changes and practical strategies to help you optimise your tax position before the end of the financial year.
MEET OUR SPEAKERS
Our experts
Expertise
- Property tax.
- Income Tax and Corporation Tax for UK Owner managed businesses.
- UK Private Client Tax.
- UK Trusts.
- Inheritance Tax and Estates.
- Property tax.
- Income Tax and Corporation Tax for UK Owner managed businesses.
- UK Private Client Tax.
- UK Trusts.
- Inheritance Tax and Estates.
Amal Shah
Tax Partner
Expertise
- Property tax.
- Income Tax and Corporation Tax for UK Owner managed businesses.
- UK Private Client Tax.
- UK Trusts.
- Inheritance Tax and Estates.
- Property tax.
- Income Tax and Corporation Tax for UK Owner managed businesses.
- UK Private Client Tax.
- UK Trusts.
- Inheritance Tax and Estates.
Paul Attridge
Tax partner
Expertise
- Assisting individuals and families moving to the UK.
- Supporting business owners setting up businesses in the UK.
- Residency and the application of new rules.
- Pre-arrival tax planning and exit planning.
- Advice to trustees, settlors, and beneficiaries on taxation of offshore trusts.
- Property structuring and de-enveloping advice.
- Assisting individuals and families moving to the UK.
- Supporting business owners setting up businesses in the UK.
- Residency and the application of new rules.
- Pre-arrival tax planning and exit planning.
- Advice to trustees, settlors, and beneficiaries on taxation of offshore trusts.
- Property structuring and de-enveloping advice.
Sonal Shah
International Tax Partner
Expertise
- Helping business owners and families build, protect and grow their wealth.
- Tax-efficient investment and retirement planning
- Pension Planning.
- Estate and succession planning.
- Investment management.
- Helping business owners and families build, protect and grow their wealth.
- Tax-efficient investment and retirement planning
- Pension Planning.
- Estate and succession planning.
- Investment management.
David Horowitz
Wealth Management Partner
Expertise
- Corporate Tax Planning
- Corporate Tax Planning
Andrew Smith
Corporate Tax Partner
THE PLAN
Schedule
Welcome and introduction
Presentation from our experts on Personal Tax, International Tax, Wealth Management and Corporate Tax.
Q&A
Final questions and close
