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 four years.

This virtual classroom seminar examines the latest tax planning opportunities available in fields as diverse as pension provision in F(No2)A 2023, company sales, marriage break-ups following the relaxations in F(No2)A 2023 and succession. It will ensure that delegates are properly equipped to give the best possible advice to such clients and their families on a continuing basis.

What You Will Learn

This live and interactive session will cover the following:

• Children's income and gains
• Some thoughts on the settlements legislation
• Pensions- important recent modifications
• Main residence relief - meaning of “period of ownership”
• Purchase of own shares: the multiple completion problem
• Goodwill and S165 TCGA 1992 relief
• CGT on separation and divorce
• Planning through the use of the £3,600 pension contribution limit
• Income gifts to fund trusts
• Planning with related settlements
• Changes to the geographical scope of certain IHT relief

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.