Advising Individuals on Tax Efficient Investments - Live at Your Desk

Introduction

This virtual classroom seminar is suitable for private client tax advisors who help structure their clients’ affairs.

The session will consider the changing tax burden and the impact on an individual's taxation position and how various types of investments should be held to obtain maximum tax benefits.

If you are a practitioner advising clients in this complicated area, then this session is for you.

What You Will Learn

This live and interactive session will cover the following:

• The relevant tax reliefs available to individuals and companies
• Case studies to examine the available options in different scenarios
• Double taxation of companies
• The difference between owning assets personally and through a trust
• The need to consider the long term picture

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.