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Annual Taxation Event 2023

This Event has passed its booking cutoff date.
Date
Time 10:00 - 14:00
Cost 120.00
Cost (Members) 70.00
Capacity This event is currently fully booked. To be added to our waiting list click here
Booking Cut-off Wednesday 22 Nov, 12:00:pm
Contact jane.laing@scottishlandandestates.co.uk

Date: 29 November 2023

Time: 10am-2pm

Venue: Perth Racecourse, Perth, Perthshire PH2 6BB

The SLE Annual Taxation Event will be held on 29 November at Perth Racecourse, with Johnston Carmichael and Turcan Connell providing taxation and legal expertise.

This event offers members the opportunity to hear from professional experts, and gain an understanding of the latest taxation developments impacting rural businesses. Johnston Carmichael and Turcan Connell will provide detailed presentations of particular relevance to SLE members.

The SLE Annual Taxation event is an excellent opportunity for members to keep up to date on current tax matters. Don't miss out book your place now!

10:00-10:30   Registration
10:30-10:35

Welcome & Introduction

Stephen Young, Director of Policy, Scottish Land & Estates

10:35-10:45

SLE Taxation Group Update

Jackie McCreery, Legal Adviser, Scottish Land & Estates

10:45-11:15

Natural Capital Case Study, Financing, accounting and managing the tax by Johnston Carmichael

Mark Stewart, Corporate Finance Partner, Head of Energy Infrastructure & Sustainability and Alex Docherty, Partner, Head of Private Client Tax) and Neil Steven, Partner, Rural & Landed Estates, Johnston Carmichael

A walk through of the practical points facing landowners by bringing to life what we are seeing in the marketplace.

Stepping into the shoes of both the Institutional Investor and the Landowner we will look to highlight the key points to keep in front of mind, to include:

  • Financial modelling
  • Contractual structure
  • Accounting assumptions, and
  • Corporate, Business & Capital Tax assumptions
11:15-11:45

Succession Case Study by Turcan Connell

Richard Douglas-Home, Partner, Turcan Connell and Graeme Gass, Partner, Turcan Connell

This case study will look at common tax issues facing landed estates and the potential handover to the next generation.  It will include touching upon reliefs, pros and cons of lifetime gifts, and structures such as partnership trusts.

 

11:45-12:00Questions and Answers
12:00-13:00Lunch
13:00-13:20

Future Developments – By Johnston Carmichael

Alex Docherty, Partner, Head of Private Client Tax

  • A look at the key points coming out of the 2023 Autumn Statement.
  • More local to home a canter through the latest changes announced by Revenue Scotland and the Scottish Government and what that might mean for the Scottish taxpayer.
13:20-13:30Questions & Answers
13:30-13:50

A review of themes arising from recent HMRC and taxpayer litigation – by Turcan Connell

Richard Douglas-Home, Partner, Turcan Connell and Graeme Gass, Partner, Turcan Connell

The review will include looking at cases concerning:

  • Inheritance tax
  • Capital gains tax and a trust variation

 

13:50-14:00   Questions & Answers
14:00  Close

 

 

Sponsored by:

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Turcan Connell