1
Type Speaker CPD Hours Level
Webinar
& DVD
1.25 IntroductionInformation
Accreditation Information
SRA Competency B

Introduction

This introductory level webinar will explain what private client professionals should be considering when dealing with international clients from a UK perspective.

The webinar will concentrate on the concepts of domicile and tax residency and explore their importance from both a tax and succession planning perspective.

It will also explore the planning considerations for clients with an international estate and the impact of succession rules and double tax treaties in and with different jurisdictions.

It will finish with a review of recent changes in the FA2017 and some considerations for international clients going forward.

What You Will Learn

This webinar will cover the following:

  • Concepts of Domicile
    • Why is this important?
    • Traditional planning for non-UK clients
    • FA 2017 Changes
  • Concepts of Tax Residency
    • Why is this important
    • Arising and remittance basis
    • Statutory residence test
    • Dual tax residency
  • Common Planning Around Domicile & Tax Residency
    • Non-domiciliary
    • Non-tax residency
    • Tax planning:
      • Inheritance tax
      • Income tax
      • Capital gains tax
      • ATED
      • Corporation tax (re: offshore holding structures)
      • SDLT
    • Impact of FA 2017
  • Succession Planning
    • International private clients
    • Situs of assets and forced heirship
    • EU succession regulation and the ‘UK worldwide will’
  • The Future of International Estate Planning in the UK
  • Summary

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Domicile & Tax Residency - An Introduction for Private Client Professionals

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Individual Licence | 1hr


Domicile & Tax Residency - An Introduction for Private Client Professionals

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DVD
1hr

Added to basket

Webinar/DVD | DVD

Unlimited Viewers | 1hr


Domicile & Tax Residency - An Introduction for Private Client Professionals

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Continue Shopping
Unlimited viewers
at your organisation
Prices (ex VAT)
Smart
Plan Information
Season
Ticket Information
Standard
Unlimited User Licence
£62.50
£125
£250
DVDs are subject to shipping & handling costs of £5 + VAT per DVD
New: Enjoy unlimited 24/7 access to over 792 webinars with an MBL Annual Webinar Subscription. Email webinarsubscription@mblseminars.com for details.

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