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Tax Efficient Investments - A Bite-Sized Guide for Private Client Advisors - Webinar

Length
0.5 hours
Next course start
Available On-Demand See details
Course delivery
Self-Paced Online
Length
0.5 hours
Next course start
Available On-Demand See details
Course delivery
Self-Paced Online

Course description

If you are a practitioner advising clients in this complicated area or are working in tandem with a tax advisor, then this session is for you.

During this concise webinar, private client expert Julie Bell will be covering the impact on an individual's taxation position, the interaction between the difference taxes, tax reliefs available to individuals and companies and much more.

This webinar is suitable for private client tax advisors who help structure their clients’ affairs.

Upcoming start dates

1 start date available

Available On-Demand

  • Self-Paced Online
  • Online
  • English

Outcome / Qualification etc.

Following all MBL courses, a certificate of attendance will be provided for those who are required to evidence their CPD activity to a professional body.

Training Course Content

Introduction

This short webinar is suitable for private client tax advisors who help structure their clients’ affairs.

The impact on an individual's taxation position will be considered and how various types of investments should be held to obtain maximum tax benefits and reduce the overall tax burden.

If you are a practitioner advising clients in this complicated area or are working in tandem with a tax advisor, then this session is for you.

What You Will Learn

This webinar will cover the following:

  • Options available
  • The interaction between the difference taxes
  • Tax reliefs available to individuals and companies
  • The difference between investments owned personally and those owned through a trust

Expenses

From £99
MBL Seminars Limited
C/o Law Business Research
Holborn Gate, 330 High Holborn
WC1V 7QT London

MBL Seminars Limited

With over 1,000 expert speakers covering more than 3,360 different topics, our course portfolio is vast and can be delivered either online or in-person. With over 450 years of collective professional development experience, we are proud to be trusted to...

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