Acting for High Net Worth Clients

Date: 19th November 2019 - Access Recording

Already a member?

Login Now

New User?

Register your account here.

Register Now

Not yet a member?

Call us on T. +44 (0) 121 314 2020 to discuss individual webinar booking prices and membership options.

Join Now

What are the course aims and objectives? This is not only a potentially lucrative market for tax advisers but also a demanding one which presents a number of challenges, particularly in the area of planning following the changes to the tax treatment of high net wealth clients announced in recent Finance Acts. This course examines the latest tax planning opportunities available for wealthy individuals and their families and will ensure that delegates are well equipped to give the best possible tax advice to such clients. Course Programme
  • The tax issues for property investors
  • Company distributions – capital or income?
  • CGT planning and securing ER
  • IHT and main residences (including downsizing)
  • Pension planning
  • Family investment companies
Who Should Attend? All practitioners advising high net wealth clients.


2020 Member Included with 2020 Membership
Non-member £75 + VAT