Wealthy Individuals Tax Planning

Partners, managers and other staff with HNW clients requiring a refresher and update on planning issues

TIMING

Registration Course starts CoffeeCourse ends
09:00 09:30 11:00 12:30

COURSE FEE

 £105+VAT. (click here for information on the Flexiticket discount scheme - fees as low as £50.83+VAT per place).

COURSE CODE

OC01A8

SPEAKER

Ros Martin

OBJECTIVES

This course will cover all of the main tax planning areas that are relevant to the tax affairs of entrepreneurs and wealthy individuals. It will also highlight pitfalls that must be avoided, particularly those which have emerged in the last twelve months or so. The course will cover the planning points that apply to individuals both in their personal capacities and as directors or shareholders of family companies.

WHO SHOULD ATTEND?

Those working in industry and commerce who need to keep abreast of taxation developments.

TOPICS

Tax and the family

  • Husband and wife
  • Children
  • Use of trusts
  • Domicile issues
  • Tax credits

Personal investments

  • Tax efficient investments
  • Pensions
  • Life insurance
  • Offshore investments

Director/shareholder tax

  • Benefits in kind
  • Extracting profit from the family company

Capital taxes

  • CGT reliefs and how to maximise them
  • IHT strategies

VENUE

Solent Hotel, Whiteley, Fareham

DISTRICT

Southern

Course fee
with 25 place
Flexiticket

£99.00 +VAT

Speakers

Sorry, no speakers were found.