Tax Planning for Private Clients and Entrepreneurs
10
9:00 AM - 10:00 AM
**Free Webinar: Tax planning for private clients and entrepreneurs **
Are you a private client or entrepreneur looking to take control of your tax strategy?
Join our tax team at our free webinar on 10 December designed to help you make confident, tax-efficient decisions—whether you're managing family wealth, running a business, or building a portfolio.
What we’ll cover:
✅ Tax-efficient structures for business owners
✅ Key year-end planning strategies
✅ Capital gains, inheritance, and income tax insights
✅ How to avoid common tax pitfalls
✅ Live Q&A with our senior tax advisers
Whether you're navigating complex tax issues or simply want to keep more of what you earn, this session is for you.
Speakers
Gavin James
Private Client Senior Tax Manager
Gavin is a Chartered Certified Accountant who joined RPGCC in 2024 after heading up the tax function of a boutique firm.
Having worked in mixed tax roles earlier in his career he switched his focus towards dealing with private client tax matters.
Some of the areas of tax Gavin advises on are: • Capital gains tax • Income tax • Inheritance tax • Tax residence for individuals • EIS and SEIS • Stamp duty land tax
Adam Thompson
Private Client Tax Partner
Adam has over 20 years’ experience advising private clients on a range of tax matters. His background includes regional accountancy practices, international wealth management firms and specialist tax boutiques, giving him a very broad range of experience. Adam advises on the full spectrum of private client matters, with a solutions-based approach, including:
Inheritance tax and succession planning Capital gains tax planning Income tax planning UK tax residency and domicile International tax planning and tax treaties UK Trusts and estates tax planning Non-UK trusts Family investment companies
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10
9:00 AM - 10:00 AM