Download RDA-Tax-Planning-Age..

RDA Accountants Limited
Tax Reliefs Available & How They Might Benefit You & Your
Business When Transferring Family Wealth
Date: 25th February 2015
Time: Registration 5.15pm; seminar start 5.45pm – 6.45pm
Venue: The Farmer’s Kitchen, Rosslare Road, Drinagh
Aims & Objectives:
•
To inform Business Owners about the tax planning opportunities available to
themselves with regards to inheritance tax and the transfer of family wealth.
•
To identify how with careful and considered tax planning there is significant scope for
tax savings.
•
With Capital Acquisitions Tax and Capital Gains Tax at 33% and Income Tax (including
PRSI and USC) as high as 55% it is important to be aware of all tax planning
opportunities.
•
This seminar will allow participants increase their knowledge of the available tax reliefs
in this area
Topics Covered
•
Capital Gains Tax
-Retirement Relief
-Company purchasing it’s own shares
•
Capital Acquisitions Tax
-Business Property Relief
-Agricultural Relief
-CAT on transfer of Pension Funds / ARF’s
Questions & Answers
Speakers:
Jim Doyle, ACMA, QFA, CGMA
Michael Coburn, BBS, QFA, FLIA
George Skelton, CTA,ACA,MBA
Registration: If you would like to attend this free seminar, kindly phone Wexford
Chamber on 053 91 22226 or email [email protected]
RDA Accountants Ltd. Trading as RDA Wealth is regulated by The Central Bank of Ireland
Speaker Profile
Jim Doyle ACMA, QFA, CGMA- Senior Partner
Jim has more than 20 years of experience supporting and advising
business owners on all aspects of their business. Whether it be money
saving tax strategies, tactics for increasing profits, negotiating deals
with banks, business re-structuring or investment advise, Jim uses a
practical and commercially aware approach with every client Jim is
especially committed to assisting business people to agree and achieve
simple goals for themselves and their business using a combination of
tax planning, business advice and investment strategies.
Michael Coburn BBS, QFA, FLIA – Financial Services Manager
Michael is a QFA (Qualified Financial Advisor), FLIA (Fellow of the Life
Assurance Association of Ireland) and LCOI (Licentiate of the
Compliance Officers of Ireland).Working in the Financial Services arena
since 2005 has allowed him to gain a solid understanding of the finer
points of Revenue law when it comes to making the most out of your
Pensions and Investments, Lifetime Financial Planning and also how to
best navigate the complex world of investments and pension funds.
George Skelton CTA, ACA, MBA - Senior Tax Manager
George Skelton is a Chartered Accountant and Qualified Tax Consultant
with experience providing accounting and tax services to individuals,
small and medium sized companies, charitable organisations and large
multinationals. He obtained a Masters in Business and Accounting before
completing all professional exams for the Irish Taxation Institute and
the Institute of Chartered Accountants Ireland during his time with
PricewaterhouseCoopers. He has also worked with Grant Thornton
Ireland as a Tax Specialist before returning to Wexford to take up a
similar role with RDA Accountants Limited. His areas of expertise include
succession planning, corporate and group restructuring and tax efficient
cash extraction.
Visit us at www.rda.ie
Tel: 053 9170507
[email protected]
RDA Accountants Limited trading as RDA Wealth is regulated by the Central Bank of Ireland