Hot Topics in Wealth Management and Growth Recorded

Summary

This course is a necessity for all those who are advising individuals on financial matters.

Venue details:  
Online, ,
Start date & time:  
01 January 2017 00:00
End date & time:  
01 January 2020 00:00
Price: €62.50  (€62.50 Member price)
By registering for this course you have accepted the terms and conditions
Training ticket cost:  
2.50
CPD hours:  
2.50
Speaker details
First nameLast name
Mary Nyhan

Description

Product type:  
CPD online course
Category:  
Investment business

This course was recorded in late 2018 

Who should attend this course

It is relevant to members in practice who provide tax advice and prepare tax returns for individuals.  The course is also particularly relevant to members working in a non-practice environment who advise clients on personal wealth management and growth.

Course overview 

  • Advice on how to formulate wealth management and growth strategies. 
  • Case studies on a number of strategies for different profiles of individuals.  Different life stages and different professional backgrounds ranging from professionals, property owners, business owners and those with accumulated wealth will be outlined. 
  • The dos, don’ts and current hot topics to consider when deciding on suitable tax-efficient wealth strategies.
  • A summary of the tax treatment of various investment funds.  The complexity of this tax treatment will be broken down in a simple matter. 
  • Summary of particularly tax-efficient investment strategies and tax structures to employ. 
  • Wealth management strategies for individuals who are not Irish tax domiciled. 
  • Advice on how to start a succession plan and tax structures to be put in place at a very early stage of an investment strategy.
  • Discussions on the risks associated with wealth plans and mitigating such risks.   

Key Learning Outcomes

The focus will be on practical case studies that can be used in the future and also structures/road maps that can be retained when advising clients.   Hence, the course is invaluable for anyone who either advises clients on wealth management & growth strategies or provides tax advice in relation to such strategies.