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