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EVENT DETAILS  
COURSE TITLE

WEALTHY INDIVIDUALS TAX PLANNING

DATE Thursday 11 May 2017
VENUE Basingstoke Country Hotel
SPEAKER Mark Ward
COURSE CODE MY11B7
COURSE FEE

£99+VAT. (Click here for information on the Flexiticket discount scheme - fees as low as £45.60+VAT per place)

TIMING
Registration Course starts Coffee Course ends
13:00 13:30 15:00 16:30
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?

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

TOPICS

Taxation 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

 

Click here for booking form (pdf)

 

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