An excellent course which must be attended annually by anyone advising HNWI’s

- Gary Heynes, Partner, Baker Tilly

Tax & Estate Planning For Non-UK Domiciliaries

Providing a review and in-depth analysis of the latest changes to the tax status of non-domiciliaries, an exploration of the practical issues arising from the use of trusts by non-domiciliaries

Introduction

Programme highlights:

  • Residence, domicile and deemed domicile
  • The new remittance basis rules
  • Non domiciliaries and inheritance tax, excluded property etc.
  • Use of trusts by non-domiciliaries for tax and non tax purposes
  • Taxation of trusts where non-domiciliaries are settlor and/or beneficiaries
  • Practical issues to trustees on remittance planning
  • UK investment issues for non-domiciliaries
  • Legal issues affecting non-domiciliaries’ estate planning
  • Wills for non-domiciliaries
  • Specific US/UK planning issues

Event details


Date:

Monday 17 May 2010

Location:

Halsbury House LG03
London, WC2A 1EL

Register for 3 courses and receive 4th FREE!
6 CPD
Hours

Benefits

After attending this course you should be able to:

  • Determine whether an individual is resident in the UK and where he is domiciled
  • Understand what constitutes a remittance and know when to claim the remittance basis
  • Identify potential traps relating to the remittance basis
  • Be aware of tax planning opportunities available to non-domiciliaries
  • Recognise the pitfalls and opportunites which arise from the use of trusts
  • Explain the practical and administrative steps needed to optimise a non-domiciliarie’s tax position
  • Be aware of the impact of other countries’ laws on estate planning
  • Understand the principles required for flexible and tax efficient wills for non-UK domiciliaries 

Who Should Attend

Accountants, Lawyers, Tax/Financial Advisors, Family Office Professionals with HNWI who are UK residents but non-domiciled clients.

Supported by:

Taxation