Tax planning for high net worth individuals
AAT Masterclass: Explore and review tax planning opportunities for high net worth individuals across the tax spectrum with industry leader, Tim Palmer CTA ATT.
This course is available to purchase as part of our Tax expertise bundle
Course Type
Video on demand
Length
1 - 3 hours
What you’ll achieve
This session will provide a detailed and comprehensive tax planning guide.
About this course
Using practical case studies, Tim Palmer will guide you through the tax planning opportunities available for high net worth individuals.
When it comes to tax, ‘high net worth individuals’ refers to people with wealth above a certain threshold. This could be assets, income, properties, or investments. High net worth individuals normally encounter different considerations, paying higher rates on income tax with higher income brackets.
The masterclass will review how to invest tax efficiently, dividend tax planning, along with income tax planning strategies.
This masterclass is aimed at all practitioners and their staff who advise high net worth individual clients on tax matters and issues.
Meet the Speaker(s)
Tim Palmer
Tim Palmer
Tim Palmer is one of the UK’s best known and popular tax presenters. He lectures frequently all over the UK, three or four times a week on a wide variety of taxation topics. He has been presenting tax lectures for over 30 years now! He also writes regular magazine articles for the leading taxation publications.
Alongside his lecturing, Tim also provides tax consultancy services, and specialist tax advice. Previously Tim Palmer was a senior Tax Manager with Howarth Clark Whitehill LLP, advising on all areas of tax and NIC for the firm to their clients. He was also a member of the tax department of P&O where he specialised in Corporation Tax and the Construction Industry.
Read moreOverview
Video on demand |
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1 - 3 hours |
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Business Tax |
Syllabus
In this masterclass you will learn:
- IHT, CGT and Stamp Duty review, problem areas, their solutions and planning
- income tax planning strategies
- passing assets and wealth down the generations tax efficiently
- investing tax efficiently
- dividend tax planning
- possible investigations from HMRC
- practical case studies
- general overview.
How to access
Once purchased you'll be able to access the AAT Learning Portal where you'll have 12 months from the date to access the learning materials. AAT Learning Portal allows you to view all the courses you've purchased in one place, monitor your latest training activity and create goals to help you achieve your training aims.
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