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

- Gary Heynes, Partner, Baker Tilly

Private Client Tax Planning: North West

Practical guidance and innovative solutions to enhance your clients’ wealth

Introduction

With the regulatory environment becoming tighter; HMRC increasing their scrutiny of private clients; and wealth structuring methods constantly evolving; tax practitioners need to be aware of all the latest issues to plan and structure their clients’ finances effectively and to minimise their tax burden.

Chaired by John Loebl, Partner at Grant Thornton, Tolley’s inaugural Private Client Tax Planning: North West conference in Manchester will cover the specific topics that matter to tax professionals in the North West. Leading figures from across the region will discuss:

  • The implications of the disguised remuneration legislation, and the future of pension planning for private clients
  • How to manage your clients property portfolio, and the latest develop in the tax treatment of landed estates and agricultural property.
  • The future of tax planning and structuring for succession and analysis of offshore structures and investments for private clients
  • An evaluation of the changes to residency status, and an assessment of the practical implications of the Statutory Residence Test

Event details


Date:

Tuesday 22 November 2011

Location:

The Midland Hotel
Manchester, M60 2DS

SAVE £50! Book by 7 October 2011
6 CPD
Hours

Benefits

Discover the latest developments in wealth structuring for HNWIs including:

  • The future of EFRBS and EBTs and the latest developments in disguised remuneration
  • An evaluation of the use of onshore and offshore structures and investments including OEICs, life bonds and PCCs
  • The recent changes to residency status and Non-Domicile taxation
  • How to effectively manage enquiries and disputes with HMRC and settlement of outstanding disputes
  • The latest planning issues surrounding APR, BPR, CGT and IHT

Who Should Attend

  • Tax Accountants
  • Consultants and Financial Advisers
  • Wealth Managers
  • Private Client Lawyers
  • Trustees and Fiduciaries