Tax Efficient Investments - A Bite-Sized Guide for Private Client Advisors

Introduction

This short webinar is suitable for private client tax advisors who help structure their clients’ affairs.

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

If you are a practitioner advising clients in this complicated area or are working in tandem with a tax advisor, then this session is for you.

What You Will Learn

This webinar will cover the following:

• Options available
• The interaction between the difference taxes
• Tax reliefs available to individuals and companies
• The difference between investments owned personally and those owned through a trust

This webinar was recorded on 2nd October 2023

You can gain access to this webinar and 1,700+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.