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

Introduction

This webinar will help you to advise how a private individual should hold various types of investments to obtain maximum tax benefits. It will look at specific scenarios and circumstances to enable you to offer bespoke advice.

The relevant tax reliefs available to individuals and companies, as well as lower corporate tax rates, will be reviewed whilst taking into account the double taxation of companies. It will also look at the tax implications of ownership of investments personally and through trusts.

This webinar is aimed at private client tax advisers who help structure their clients’ affairs.

What You Will Learn

This webinar will cover the following:

  • How and when to structure the investments in other entities such as companies and trusts
  • The advantages and disadvantages of holding investments through companies, including tax reliefs, lower tax rates and allowances
  • The specific tax reliefs afforded to individuals including Entrepreneurs’ Relief, Investors’ Relief, SEIS and EIS
  • How to attract tax reliefs on investments held in trust and the pitfalls of the rules
  • Case studies

New: Enjoy unlimited 24/7 access to over 785 webinars with an MBL Annual Webinar Subscription. Email webinarsubscription@mblseminars.com for details.

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Advising on Tax Efficient Investments - A Guide for Private Client Advisors

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ON DEMAND
45mins

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Webinar/DVD | On Demand

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Advising on Tax Efficient Investments - A Guide for Private Client Advisors

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Added to basket

Webinar/DVD | DVD

Individual Licence | 45mins


Advising on Tax Efficient Investments - A Guide for Private Client Advisors

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Continue Shopping
DVD
45mins

Added to basket

Webinar/DVD | DVD

Unlimited Viewers | 45mins


Advising on Tax Efficient Investments - A Guide for Private Client Advisors

Checkout
Continue Shopping
Unlimited viewers
at your organisation
Prices (ex VAT)
Smart
Plan Information
Season
Ticket Information
Standard
Unlimited 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 785 webinars with an MBL Annual Webinar Subscription. Email webinarsubscription@mblseminars.com for details.

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