A Complete Guide To Tax Efficient Investments For High Net Worth Individuals And Other Clients

TIMING

Registration Course starts CoffeeCourse ends
13:00 13:30 15:00 16:30

COURSE FEE

 £105+VAT. (click here for information on the Flexiticket discount scheme - fees as low as £58.33+VAT per place).

COURSE CODE

NO06B9

SPEAKER

Ros Martin

OBJECTIVES

Many HNWI will be anxious to minimise their ongoing tax liabilities and mitigate their future tax liabilities without too much risk of scrutiny by HMRC. There are many ways in which they can invest their money and it is important to understand the tax pitfalls involved in some of those options. This course is designed to consider the different tax planning opportunities for such clients, looking at income tax, capital gains tax and inheritance aspects of the different options.

WHO SHOULD ATTEND?

All accountants in general practice who might need to advise clients on tax implications of making investments.

TOPICS

  • EIS and SEIS
  • Offshore investments
  • Virtual currencies
  • Insurance bonds and chargeable events
  • Family investment companies
  • Property investment activities

VENUE

Basingstoke Country Hotel

DISTRICT

Southern

Course fee
with 25 place
Flexiticket

£99.00 +VAT

Speakers

Sorry, no speakers were found.