Key Tax Considerations for your High-Net Worth Individual Clients (Nov 23)
Category: Tax | Duration: 2hrs | Tag: VODWITX1UK23S4 | Type: Video | Course Level: Intermediate | Speaker: Makayla Combes | Date: 06/11/2023 15:40
Course Details
High-net worth individuals often have complex tax requirements and require careful tax planning to ensure they do not end up with high tax liabilities unnecessarily. This tax planning often requires consideration of Inheritance Tax, Capital Gains Tax and Income Tax, as well as taking into account wider family goals and requirements. Changing Governments also bring in regular amendments to these areas of tax, which means regular evaluations of your clients’ positions are required.
This course covers some key areas to consider when advising your high-net worth individual clients, and ways you can minimise the tax liabilities faced by these clients.
In this course Makayla Combes covers the following topics;
- Capital Gains Tax Reliefs
- Inheritance Tax Reliefs
- Income Tax Reliefs
- Trusts
- Family Investment Companies
CPD Course Speaker
Ad Valorem Accountancy Services Limited
Makayla Combes
Makayla heads up the Tax and Business Consultancy team at Ad Valorem, providing expert advice in a number of areas including:
- Property tax reliefs,
- Mergers and acquisitions,
- HMRC enquiries,
- Employee incentivisation, and
- Business growth and obtaining investment
Outside of this role, Makayla also sits on the New Tax Professionals committee at CIOT and ATT and is the UK representative for the European CFE New Tax Professionals Committee.
- Property tax reliefs,
- Mergers and acquisitions,
- HMRC enquiries,
- Employee incentivisation, and
- Business growth and obtaining investment
Outside of this role, Makayla also sits on the New Tax Professionals committee at CIOT and ATT and is the UK representative for the European CFE New Tax Professionals Committee.