CPDStore Ireland

10:00 - 11:40

VAT and Property Rules - April 2026

Speaker: Janette Maxwell - Grant Thornton

This VAT and property webinar is uniquely valuable for accountants because property‑related VAT rules are complex, high‑risk, and frequently updated — and property transactions often represent material, high‑value events for clients.

Janette Maxwell will cover the following topics during this webinar:

• When VAT applies to

• property sales,
• leases,
• assignments,
• and development projects

• How historical “VAT history” affects current transactions
• The interaction between VAT and RCT
• Finance Act 2025 changes

This webinar will use case studies and review common mistakes seen in practice. These examples help accountants apply rules confidently in day to day advisory scenarios.

This webinar will be of particular interest to tax advisers, auditors, business owners, finance managers and lawyers.

Course Level: Intermediate

12:10 - 13:50

Future-Proofing Clients: Tax-Efficient Strategies for Shareholder Retirement and Business Exit

Speaker: Mairead Hennessy - Taxkey

Retirement and exit planning for company shareholders is one of the highest‑value advisory opportunities available to accountants today. Clients are increasingly looking for proactive guidance on how to extract value from their businesses, minimise tax exposure, and secure long‑term financial stability. This session will show you why this topic matters now more than ever, how to identify clients at risk of poor planning, and how strengthening your advisory offering in this area can drive measurable value for your practice and your clients.

• The session will equip accountants with practical tax‑driven strategies to support clients through retirement and succession decisions.
• Exit planning is a growing advisory need, particularly for SME shareholders approaching retirement with no clear plan in place.
• Being able to guide clients through business sale, share restructuring, or extraction of retained funds strengthens long‑term relationships and reduces adviser risk.
• Firms that offer structured retirement and exit planning services consistently achieve higher client retention, larger advisory revenues, and stronger competitive positioning.
• The session provides actionable frameworks and examples you can use immediately with clients.

Mairead Hennessy will cover the following topics during this webinar:

• Identifying Retirement and Exit Needs Early How to spot triggers, risk factors, and key lifecycle moments where clients need guidance.
• Tax Reliefs & Extraction Strategies for Shareholders Entrepreneur relief, retirement relief, share buybacks, and tax efficient profit extraction.
• Preparing a Business for Sale or Succession Structuring, cleaning balance sheets, and ensuring tax efficiency for both outgoing and incoming owners.
• Share Restructuring and Family Transitions Tools for generational handovers (e.g. family partnerships) establishing proper governance, and managing tax implications.
• Practical Tips and Traps Focus on common mistakes that catch shareholders out, along with practical steps to avoid them and ensure transactions are structured correctly from the outset. We highlight real world issues that create tax headaches.

By the end of the session, delegates will have a clear, practical roadmap for advising SME shareholders on retirement and exit planning.

This session will be of particular interest to Private client advisors – tax advisors, accountants in practice, financial planners and solicitors.

Course Level: Advanced