Financial Skills: Tax: Tax Planning for High Income and High Net Worth Individuals

Course Code: CM9616      Days: 1
Show all Finance Courses
Scheduled Dates (sort by: location | date)
Request availability or book by selecting a date:
Europe / International
London 31/10/08 £ 510
Prices exclude VAT.
Have questions or need a better city/date? Ask now.
On-site/international quote? Ask now.

Course Overview

This intensive one day seminar will concentrate on practical action that can be taken to minimise income tax, capital gains tax and inheritance tax for high earning and high net worth individuals.

Course Outline

INCOME TAX

  • Creating a tax efficient family
  • Optimal pension planning
  • Tax reliefs, shelters and investment planning
  • Charitable donations
  • Foreign income

THE EMPLOYEE

  • Strategy, pensions and benefits planning
  • Taxable benefits
  • Remuneration
  • Efficient use of share incentive schemes
  • Compensation and termination payments
  • Overseas duties and contracts, foreign nationals coming to the UK

CAPITAL GAINS TAX

  • Residence, leaving and coming to the UK, the UK as a tax haven
  • The family home
  • Annual exemption, ownership of assets, capital losses
  • Optimising taper relief, pitfalls and planning points
  • Rollover and holdover reliefs
  • Inheritance tax considerations

THE FAMILY COMPANY, LLPs

  • Incorporation -is a company still the right vehicle for your business
  • LLPs
  • Disposal and succession planning
  • Extracting funds

INHERITANCE TAX

  • Planning steps/strategies
  • Recent developments and topical issues
  • Will planning and variation
  • Main exemptions and reliefs


How to make a booking for the CM9616 course

 
  CourseMonster books thousands of public training courses, classes and boot camps both in London and throughout the UK including: Berkshire, Birmingham, Bristol, Bournemouth, Bucks, Cambridge, Derby, Devon, Edinburgh, Glasgow, Hampshire, Ipswich, Leeds, Leicester, Luton, Manchester, Middlesex, Milton Keynes, Norfolk, Nottingham, Reading, Surrey, Sussex, Tyne and Wear, Midlands and Yorkshire. Topics range from software to administration and development.  
     
CourseMonster® Patent Pending © SeaKom, All Rights Reserved - Channel partners with Business Training Partnership