Tax planning for high net worth individuals


Date: Thursday 30 May 2024

Timing: 09.30–12.30 (UK time)

AAT Masterclass

Explore and review tax planning opportunities for high net worth individuals across the tax spectrum with industry leader, Tim Palmer CTA ATT.

Competitive discounts

AAT members are entitled to exclusive discounts on AAT online masterclasses:

From £81 to £90 (Non-members £126)

You will be redirected to an external site for booking.
More Information
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.

Type Live online course
Duration 1 - 3 hours

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.
What you'll achieve

This session will provide a detailed and comprehensive tax planning guide.

Who it's for

This masterclass is aimed at all practitioners and their staff who advise high net worth individual clients on tax matters and issues.

How to access

Purchase securely online, and we’ll send you further instructions and your booking confirmation explaining how to attend the live masterclass.

Topic Business Tax

Meet the speaker: 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.

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