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ACCA ATX · Strategic Professional

I. Tax planning

This integrative section helps you combine knowledge across all tax areas to deliver high-impact, ethical tax advice in complex scenarios.

  • 32 lessons
  • 5 modules
  • 3.2h of video
Start the first lesson → About the ACCA ATX course

The lessons

32 lessons, module by module.

Tax planning 1

7 lessons
  1. 1 Married couples 7m
  2. 2 Employment packages 3m
  3. 3 Illustration - employment packages 6m
  4. 4 Investing personal funds 4m
  5. 5 Share schemes summary and illustration 10m
  6. 6 Property investment 4m
  7. 7 Evaluating share schemes 8m

Tax planning 2

6 lessons
  1. 1 Basic CGT planning 4m
  2. 2 Spouse tax planning and illustration 6m
  3. 3 Financing a new business 8m
  4. 4 Incorporation relief planning and illustration 9m
  5. 5 IHT planning 9m
  6. 6 Illustration - IHT planning 6m

Tax planning 3

7 lessons
  1. 1 Employed vs self-employed 5m
  2. 2 Sole trader vs company 9m
  3. 3 Tax-efficient year-end dates 3m
  4. 4 Choosing loss relief 2m
  5. 5 Taking on a partner vs employee 3m
  6. 6 Evaluating proposals 3m
  7. 7 Illustration - sole trader or company 7m

Tax planning 4

6 lessons
  1. 1 Timing of capital expenditure and illustration - "Madison" 4m
  2. 2 Illustration - "Kelsey" 5m
  3. 3 Tax implications of incorporation 7m
  4. 4 Illustration - sale of business 8m
  5. 5 Company disposal of a business 11m
  6. 6 Illustration - MBO 7m

Tax planning 5

6 lessons
  1. 1 Group tax minimisation using losses 3m
  2. 2 DTR and transferring losses 5m
  3. 3 Overseas expansion 7m
  4. 4 Share investment exit strategies 7m
  5. 5 Illustration - "Geraldine" 7m
  6. 6 Planning for winding up and illustration 7m

Questions

About I. Tax planning.

What does the I. Tax planning section cover?

This integrative section helps you combine knowledge across all tax areas to deliver high-impact, ethical tax advice in complex scenarios.

How much video is in this section?

I. Tax planning has 32 video lessons, about 3.2 hours in total. Work through them at your own pace, with lifetime access.

Is this section included in the Advanced Taxation exam?

Yes. The content in this section is assessed in the Advanced Taxation ACCA exam.

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