Are Corporate and High Net Worth clients part of your business?
Clive Ponder TEP
Director of CTT Group, Founder Owner and Director of Countrywide Tax and Trust Corporation Ltd, CTT Accountancy and CTT Law (SRA regulated firm and a Strategic Partner of CTT Group)
If so, this course is right for you...
Our 'Planning for Corporate and High Net Worth Clients' course has been developed by our team of experts to help you respond to the ever increasing complexity of high net worth client affairs.
This two-part course will demonstrate how to develop bespoke planning solutions to your clients' individual circumstances, ultimately safeguarding their wealth for future generations.
Serious wealth needs sophisticated advice!
So, if you are an experienced Estate Planner with high net worth clients with assets in excess of ￡1,000,000 - excluding the main residence - then this course will help you become the very best you can be!
Agenda: Part One - Wednesday 26th June:
What is possible for High Net Worth clients within UK IHT legislation?
- First things first – Making the most of IHT allowances
- Making provision for dependant relatives can be IHT free immediately!
- When is a GROB not a GROB?
- RNRB and the Flexible Family Trust
- The workings of the Flexible Family Trust post death
- Multiple Trusts and periodic charges… How to break the relationship!
- Dealing with Life Assurance correctly
- - Debt deductibility
- - Life policies in excess of the NRB
- Trust of Land Gifting and deferring CGT
- Investment Bonds and Trust taxation
Click here to view the full agenda.
Agenda: Part Two - Tuesday 25th June:
This is the Second of a two part one day course which looks in detail at the following:
Advanced planning for High Net Worth clients
- Business and Agricultural Relief
- - A brief guide
- - Death Planning for HNWs with BR assets
- - Section 39a IHTa 1984: How to plan for interaction
- - Cross/Double Option Agreements
- Business disposal prior to sale: How to plan
- BR Investments: What is out there?
- Death Planning for Non – Dom clients
- Incorporation – It’s not for everyone!
- Ltd Company Share structures and school fees planning
- Family Investment Companies – A Brief look
- Qualifying Non-UK Pension Schemes (QNUPS) – An option for your clients?
- Qualifying Recognised Overseas Pension Schemes – An opportunity
- Unit Linked Annuity – Lifetime allowance planning
- Why Spousal Bypass Trusts are no dead!
Click here to view the full agenda.
"Excellent few days course, lots of content well delivered with good working examples. Well worth time out the office." Mark Dellow – FinAnalysis
"The training and support provided by Countrywide Tax and Trust Corporation Ltd is second to none. It has made me offer far better value to clients and prospects than I could without them. Thank you!" Mohammad Uz-Zaman – ADL Estate Planning Ltd
Please note you do not have to attend Part 1 before Part 2.
