Acting for High Net Worth Clients

Objectives

Tax issues for HNWI 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

Key Topics

• 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

Who Should Attend

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.