Ros Martin CTA presents tax issues for HNWI. This area can be daunting because of the amounts involved and because they have will often be demanding in terms of ensuring that their advisors are creative in saving tax (to maintain their wealth!). This course will consider some relevant issues:
- Investing for HNWI
- The use of family investment companies
- Investing in luxury assets in a tax efficient way
- Overseas aspects of tax planning
- Transferring wealth to children
This webinar is aimed at all those with clients with significant income and assets but should act as a general refresher on key topics for all practitioners.
Discover more here > : Acting for high net worth clients