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Very good, topics covered were very beneficial

- Jeremy Croysdill, Senior Tax Advisor, Kleinwort Benson

Innovative Private Client Wealth Structuring Strategies

A thorough examination of the latest developments and trends in trusts, tax efficient investment structuring, residence and domicile

Introduction

Wealth management is complex, but this conference’s philosophy is simple – the right structures can protect wealth and secure valuable benefits for your clients. This event will act as your guide to wealth structuring - our insights can help you achieve your client’s long-term financial objectives. It will offer practical guidance on the tools and opportunities available to minimise your clients’ tax liabilities as well as protect and grow their wealth. There are many private client tax planning conferences on the market. This unique, timely event is the only one that puts particular emphasis on practical structuring to ensure tax efficiency rather than just analysing the theory behind it.

Event details


Date:

Tuesday 12 October 2010

Location:

To be advised LONDON
London

Save £50 when you book by 3 September 2010!
5 CPD
Hours

Benefits

In today’s current economic climate as asset values struggle, protecting your private client’s wealth through innovative tax efficient investment structuring is more important than ever!

Our sessions will include practical debate on:

Trusts:

  • What is their role in tax planning?
  • Useful settlements – will trusts, excluded property settlements
  • Alternatives to trusts

Tax efficient use of Family Investment Companies (FICs)

  • A panacea for trusts?
  • How onshore and offshore companies can be used to reduce income tax, capital gains tax, inheritance tax and corporation tax liabilities

Taxation of offshore trusts and offshore incentives for non-domiciled individuals

  • Remittance and relevant persons
  • Identifying and segregating income and gains
  • Do I really need 17 accounts?

Who Should Attend

This is an essential event for all those who advise private clients and HNWI, including Tax Advisors, Tax Partners, Senior Associates, Tax Lawyers, Solicitors, Accountants, Private Bankers, Private Wealth Managers, Fund Managers and Consultants.

In Association with:

Supported by:

Taxation