This course aims to provide those working in trust and banking with a greater understanding of tax regulation.
- Income tax
- National insurance
- Capital gains
- Inheritance tax
- Other taxes
Domicile and Residence:
- Becoming non-resident
- Non-UK domiciled
- Recent changes
- Basics of trusts
- Tax liability
- Finance Act 2008
- 10 year charge
- Corporation tax
- UK companies
- Zero-10 (Guernsey / Jersey / IOM)
- Offshore non-resident companies
- Permanent establishments
- Capital gains
Experience has taught course trainer, Will Morgan, that Trust Officers often do not understand the taxation drivers behind their client structures and transactions. Therefore, this course will focus on providing a greater understanding of the tax environment.
In attending this course, you will gain an understanding of:
- Tax domicile
- Capital gains tax, income tax , inheritance tax
- What is 10 year charge
- What are ATED, NRL, SDLT
- Transfer pricing
- Basic offshore tax planning
- Round up – utilising knowledge to identify risk
The workshop will:
- Focus on practical tax awareness for those in the fiduciary industry to mitigate risk
- Understand the fundamentals of domicile, residence, gains, income and transfer pricing
Use a number of potential tax-related scenarios to demonstrate when further guidance will be required.
If you would like to book a place on this course please click on the ‘Book Course’ button to the right of this page and login or register for a user account to complete your booking(s). Any queries please do not hesitate to contact us via [email protected] or call us on 01481 721555.
If no date is scheduled for this course at the present time please click on the ‘Register Interest’ button and login or register for a user account so that we can add you to our course interest register. This register allows us to contact our tutors and finalise dates for a course as soon as we have a few people who have expressed their interest, so the more delegates who register their interest, the sooner we can schedule a particular course.