Search

06 March 2019

An introduction to tax issues for wealthy private clients

Category: MASTER COURSE

This course is designed to articulate and discuss the main tax issues that will be common across many territories. It focuses on the UK provisions, but seeks to put these into context in the international arena.

Who should attend?
Accountants, lawyers and financial advisers will come into contact with wealthy private clients who will require advice on a wide range of tax issues and over a wide range of tax jurisdictions.

This course is designed to help advisers discuss these issues with their clients. It is principally aimed at clients with assets of more than £5m and/or incomes in excess of £100,000 per annum.

What you will gain
This is not intended to be a course on different tax jurisdictions, but it is designed to articulate and discuss the main tax issues that will be common across many territories. It focuses on the UK provisions, but seeks to put these into context in the international arena.

Programme outline

  • exposure to tax in a jurisdiction – the concept of a Permanent Establishment and tax residence and domicile and exposure to tax liabilities
  • using offshore structures, such as trusts and companies in tax havens - is this OK?
  • Tax Treaties and what to look out for
  • bringing money into the UK to invest in property and businesses
  • income and capital reliefs in the UK, including Business Property Relief and Agricultural Property Relief (APR) for IHT and investors Relief (IR) and Entrepreneurs’ Relief (ER) for CGT
  • using pension contributions
  • capital tax planning and efficient will planning
  • the scope of ATED
  • disclosure facilities
  • HMRC’s approach to High Net Worth (HNW) taxpayers
  • HMRC sharing information with other tax jurisdictions
     

The course starts at 9.30am. Lunch and refreshments are included.
6 CPD hours (where applicable). 

CIMA work in partnership with BPP Professional Education to offer CPD training courses

Booking Information

Date Location Price
6 March 2019 - 09:30 London Price: GBP 522.00
Plus VAT
4 June 2019 - 09:30 London Price: GBP 522.00
Plus VAT
3 October 2019 - 09:30 London Price: GBP 522.00
Plus VAT


Related Events

29/04/2019 09:30:00

International tax – understanding the key concepts

MASTER COURSE

  • Cost:
    GBP 624.00
    Member price: £562. Plus VAT on all prices.
  • Location:
    London
  • Speaker(s):

Covering the essential principles and concepts of international taxation, this course provides a grounding in the building blocks used in structuring overseas operations together with an update on recent developments.

Find out more

An introduction to tax issues for wealthy private clients

CIMA members and students should log in to MY CIMA before booking to receive the appropriate discount.

Book Now

In-house training 
We can develop tailored training programmes to enhance the finance and business skills of staff across your organisation. To discuss how we can meet your learning and development needs please email us.

Find out more 
If you have any queries please email cima@bpp.com or phone us on: +44 (0)3300 603400.

The venue for this course will be confirmed 14 days before the scheduled date. 

CIMA work in partnership with BPP Professional Education to offer CPD training courses.  

This course will be delivered by BPP Professional Education Limited (“BPP”).  Accordingly, when you sign up for this course, CIMA will pass on the contact details you have provided to BPP so that they can contact you to complete your booking and process payment.  BPP will process any personal information it collects about you in accordance with its privacy policy, which is available at: http://www.bpp.com/professional-education/privacy

The information provided to BPP will not be used by BPP for marketing purposes.

CIMA on demand is our range of online CPD training courses specifically designed for busy finance and business professionals who need training that's convenient and will fit around their schedule. Find out more at www.cimaondemand.com