This course is designed for anyone who has personal tax clients.
This course goes through the lifecycle from cradle to grave examining the tax planning issues which advisors may wish to raise with their clients.
The course includes discussions regarding :-
Minor children
- Tax efficient investments
- Settlements and trusts
- The removal of child benefit
- The use of the personal allowance
- Spreading wealth around the family
- Saving for education
- Childcare – tax efficiently
Young adults
- University
- Starting work
- Debt management
- Starting your own company
Marriage
- Children
- Property
- Divorce
- A spell abroad
- Re-marriage
Middle Age
- Empty nesters
- Surplus assets
- Capital gains
- Tax efficient investments
- Pension planning
Senior
- IHT planning
- Wills
- Generation skipping
- Non residence
The course is designed to provide useful information for those clients who ask “Is there anything I should be doing to manage my taxes?”
The course will look at planning which may be valuable and pitfalls for the unwary.
