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A COMPLETE GUIDE TO TAX EFFICIENT INVESTMENTS FOR HIGH NET WORTH INDIVIDUALS AND OTHER CLIENTS

A COMPLETE GUIDE TO TAX EFFICIENT INVESTMENTS FOR HIGH NET WORTH INDIVIDUALS AND OTHER CLIENTS
From October 31, 2019 09:30 until October 31, 2019 12:30
At Mercure Maidstone

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 £58.33+VAT per place).

COURSE CODE

OC31A9

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

Mercure Maidstone, Great Danes Hotel

DISTRICT

South East

 

 

 

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The more you buy the cheaper they get

The Flexiticket offers one of the best value for money CPD discount schemes. Tickets are totally transferable and may be used by any number of individuals from different organisations, allowing smaller groups and sole practitioners and members in business to club together. Tickets are valid for up to 13 months, as they expire 12 months from the last day of the month in which they are paid for.

 

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