Personal Tax Planning For High Net Worth Clients - An Advanced Guide

Personal Tax Planning For High Net Worth Clients - An Advanced Guide

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10 May 2024
17 Sep 2024


10 May 2024

2:00 PM ‐ 5:00 PM


17 Sep 2024

2:00 PM ‐ 5:00 PM

With a SmartPlan £243

With a Season Ticket £270

Standard price £360

All prices exclude VAT
Advanced: Requires substantial subject knowledge
3 hours
Group bookings
email us to discuss discounts for 5+ delegates


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 five years.

This virtual classroom seminar examines the latest tax planning opportunities available in fields as diverse as pension provision, property ownership, company sales and succession and will ensure that delegates are well equipped to give the best possible advice to such clients and their families on a continuing basis.

It is aimed at accountants, financial advisers and lawyers who look after the tax affairs of wealthy individuals, their businesses, and their trusts.

What You Will Learn

This live and interactive session will cover the following:

  • Children's income and gains
  • Some thoughts on the settlements legislation
  • Case study on the new annual allowance for pension contributions
  • Main residence relief - meaning of ‘period of ownership’
  • Purchase of own shares - the multiple completion problem
  • Goodwill and S165 TCGA 1992 relief
  • Planning through the use of the £3,600 pension contribution limit
  • Income gifts to fund trusts
  • Related settlements or consecutive settlements?
  • IHT and the 14-year rule

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.