learnformulaMaster essential UK tax strategies to safeguard transactions, optimize private wealth structures, and confidently handle complex HMRC inquiries.
4 courses · 4 CPD hours · select your association to check each course
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The Tax Updates for Lawyers bundle is designed to help UK legal professionals navigate complex tax issues arising across transactions, disputes, and private client matters. It provides a practical understanding of key UK tax developments and the risks that can arise when advising on corporate deals, HMRC investigations, family wealth structures, and internationally mobile clients. Through technical guidance and practical scenarios, participants will develop the knowledge needed to identify tax risks, support clients effectively, and approach high-stakes matters with greater confidence.
The bundle explores tax indemnities in private M&A transactions, including risk allocation, the relationship between tax indemnities and warranties, and drafting considerations designed to reduce the risk of post-completion disputes. It also examines HMRC Code of Practice 9 investigations and civil fraud, covering the Contractual Disclosure Facility, deliberate versus careless behavior, disclosure reports, and penalty considerations. Private client topics include Family Investment Companies, inheritance tax exposure, anti-avoidance considerations, and comparisons with traditional trusts, alongside UK residence and Statutory Residence Test issues such as day counting, sufficient ties, split-year treatment, treaty residence, and recent changes affecting foreign income, gains, and Overseas Workday Relief.
By the end of the bundle, solicitors, tax advisers, and other legal professionals will have a stronger practical framework for recognizing and managing tax risks across transactional, contentious, and private wealth matters, while providing more informed and commercially effective advice to clients.
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4 CPD hours, one certificate, 10-day money-back.
