Overview

High-net-worth individuals and families have complex financial affairs that require specialist advice on various business, tax, financial and succession matters. The aim of this seminar is to equip attendees with the essential skills and knowledge they need to provide high-quality wealth management advice. The course will cover a wide range of topics, including tax and estate planning and management, offshore versus onshore options, asset allocation, personal wealth management, estates, and wills and trusts.

Course Content:

In this seminar, we outline the changes impacting high-net-worth individuals.

• What has changed since 2017?
• The 2019 budget implications on tax and estate planning, if any
• What is happening to personal trusts?
• Resident versus non-resident for income tax and exchange control – is there a difference and what happens when either status changes?
• Foreign investments including loans to foreign trusts, income and capital distributions from foreign trusts, foreign investment income purchasing of property in the UK, and situs assets
• Wills – both local and foreign
• The scatterings of worldwide beneficiaries and how to plan for a global family
• Family governance and succession planning
• Case reviews

Presenter

Cheryl Howard,

Director at Talaria Wealth

Event Investment

This seminar is not covered by any CPD subscription package

Option 1 - Seminar:

Member: R995.00

Non-member: R1195.00

Printed notes: R51.00

Click here to register for the seminar

Important: Printed copies of notes is optional and will cost additional R50 per set and must be ordered. Electronic notes will be emailed to all registered delegates 2 days prior to the event. Should you require a printed copy on the day of the seminar kindly select the printed seminar notes when registering for the event.

Option 2 - Dedicated Webinar Broadcast

This dedicated CPD webinar will be presented on 24 May 2018 from 09.00 – 13.00

Member: R455.00

Non-member: R556.00

Company Price: R860.00

Click here to register for the Webinar

Payments & Cancellations

• All payments must be made by EFT or by credit card, at least 3 working days before commencement of an event.
• Kindly note that should payment not been received 2 days after the event, legal action will be taken
• Proof of payment will be requested at registration, if payment at that point in time has not been reflected on SAIT's bank account.
• Only written notice of cancellation will be recognised.
• Conditions:
  • If the cancellation occurs more than 4 working days prior to the event no cancellation fee will be charged.
  • If the cancellation occurs less than 4 working days prior to the event a 100% cancellation fee will apply.
• Delegates who book and fail to attend will be liable for the full event fee.
• SAIT's liability in the case of an event being cancelled will be limited to a refund or credit of the event fee.
• Please click here for the full terms and conditions.