Personal Tax Planning For High Net Worth Clients - An Advanced Guide

Introduction

This area is not just a potentially lucrative market for tax advisers but also a demanding one which presents a variety of challenges, particularly in the field of planning following the many changes to the tax treatment of high net worth clients over the last five years.

This new virtual classroom seminar examines the latest tax planning opportunities available in fields as diverse as pension provision, property ownership, company sales and succession and will ensure that delegates are well equipped to give the best possible advice to such clients and their families on a continuing basis.

It is aimed at accountants, financial advisers and lawyers who look after the tax affairs of wealthy individuals, their businesses, and their trusts.

What You Will Learn

This live and interactive session will cover the following:

• Planning within the family
• Pensions - the annual allowance for high-income individuals
• ‘Scheme Pays’ - time limit changes in FA 2022
• Spotlight 47
• Purchase of own shares: the multiple completion problem
• Main residence relief problems
• CGT and SDLT aspects of incorporating a property letting business
• The meaning of ‘substantial’
• Using income gifts to fund trusts
• Family Investment Companies (FICs) and HMRC

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.