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
Wilson Partners Limited
Makayla Combes
Makayla is Tax Associate Director at Wilson Partners Limited, working closely with clients on a wide range of Corporate and International tax areas, including M&A transactions, restructuring, transfer pricing, EOTs and group tax compliance.
Outside of her day-to-day role, Makayla is also Chair of the CIOT/ATT Future of Tax Professionals committee, working to support the next generation of tax advisors in the first ten years of their careers.
Outside of her day-to-day role, Makayla is also Chair of the CIOT/ATT Future of Tax Professionals committee, working to support the next generation of tax advisors in the first ten years of their careers.