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Hot Topics in Wealth Management and Growth

October 2, 2018 @ 9:30 am - 12:30 pm UTC+1

€90.00
dublin-02

Price: €90.00
Training ticket cost: 3.00
CPD hours: 3.00

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.

Topics covered
  • 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.
How will this course be covered

The course will be a lecture style format with the opportunity for attendees to ask questions and start discussions.

Learning outcomes

The focus will be on practical case studies that can be used by attendees in the future and also structures/road maps that can be retained by attendees 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.

Mary Nyhan is the principal of Nyhan Tax Advisers. She has over 22 year experience. Nyhan Tax advises advises property owners, business owners and high net worth individuals on formulating tax strategies. She also works closely with wealth management advisers on the tax implications of investment strategies. She also plays a key role in structuring wealth management and growth strategies in a tax- efficient manner.

Details

Date:
October 2, 2018
Time:
9:30 am - 12:30 pm UTC+1
Cost:
€90.00
Website:
https://www.charteredaccountants.ie/Meetings/Meeting.aspx?ID=26196

Organiser

Chartered Accountants Ireland
Phone
+353 1 637 7200
View Organiser Website

Venue

Chartered Accountants House
47 - 49 Pearse Street
Dublin, Ireland
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