Planning for High Net Worth Individuals

Overview

High-net-worth families have many challenges, including the continually changing regulatory and tax environment. The aim of this seminar is to equip attendees with the essential skills and knowledge they need to provide professional wealth management advice. The course will cover a wide range of topics, including the management of high-net-worth families and tax updates relating to high-net-worth individuals, e.g., section 7C for trusts. Actual case studies will also be presented.

Course Content

• What is happening to personal trusts?
  • Tax implications of trust funding and distributions
    Trends in the market
• Recent budget implication on tax and estate planning
• Relevant offshore legislation affecting South African taxpayers
  • Situs tax
    Expatriate tax
• Resident versus non-resident for income tax and exchange control purposes
• The complexities of family governance and succession planning for high-net-worth families
• Case studies

Presenter

Sean Fouche

RMB Private Bank – Wealth

CPD

This webinar and successful completion of the online assessment will secure 2 hours verifiable output TAXCPD points/units.

Event Investment

Free for General Tax Practitioner and Tax & Accounting CPD Subscribers on the 2019 CPD subscription package. (Not yet a subscriber? Please click here for more information).

Non-member: R475.00

Company Price: R950.00

Please note the company price applies whenever more than one person will be watching a webinar concurrently from one connection, e.g. if a group is watching the webinar together in a boardroom.

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 Taxfaculty'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.
• Taxfaculty'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.