Objective of the tax saving course is to impart proper knowledge about tax planning. From this course, a learner will get the required knowledge about tax planning procedure. It will help him acquire good knowledge about the law sections which will guide him in reducing the tax liability and enjoy the investments in market.
The course will act as a refresher and an update on trusts and inspire delegates to see the benefits of trusts and why they are still a useful tax planning and practical tool for our clients.
This course will benefit general practitioners who already have trust clients and would like to be more proactive in advising them on the tax efficient management of existing trusts. The course will also benefit practitioners who would like to increase their opportunities for advising clients on how to minimise their current and potential liabilities by using trusts. The management of trusts and how to keep them tax efficient will also be covered.
A review of relevant tax cases to consider when using trusts for all reasons, and numerous examples and illustrations make this a practical and informative course.
This Effective Tax Planning workshop’s methodology is a combination of expert input, interactive practical exercises, self-assessment, lots of hands-on role-play, group discussions, exercise worksheets, practical projects, presentations.