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Description

Wealth Tax and Regulatory Update: Analysing Change and Securing Your Advice

Take stock of the tax and regulatory changes reshaping clients' wealth strategies

  • 1 day — 7 h
  • In-person or virtual
  • Expert
  • Up to 6 participants

Wealth advisory rests on rules that move every year: corporate tax guidance, reporting obligations, regulatory clarifications and international standards. A structure recommended a short while ago may become unsuitable or open to challenge without the client file ever having been reviewed. The professional exposure then lies as much in the recommendation itself as in the way it was documented.

This one-day session reviews the developments affecting how wealth is held and transferred, then translates them into concrete consequences for the files in your portfolio. Each participant leaves with the client files to be re-examined as a priority.

Learning objectives

  • Identify the legislative and regulatory developments affecting the taxation of wealth
  • Assess the impact of new provisions on holding and succession strategies
  • Review wealth structures weakened by recent rulings and guidance
  • Compare investment wrappers in the light of their tax treatment
  • Document written advice that remains traceable when a structure is challenged

What makes this programme different

The day is built from the texts, guidance and decisions issued since the previous edition
Each development is translated into a concrete consequence for a typical client file
Participants leave with a list of the files in their portfolio to be re-examined

Programme

1Taxation of Income and Investments

What changes for asset holders

  • Investment income: dividends, interest and capital gains across holding jurisdictions
  • Treatment of life-based wrappers, portfolio bonds and collective investment vehicles
  • Property income and the treatment of losses carried forward
  • Position of non-residents, tax residency certificates and the application of double tax treaties

2Business and Real Estate Holdings

Structuring without creating exposure

  • Holding companies and the choice of tax regime, including free zone qualifying conditions
  • Share transfers, restructuring and the conditions attached to deferral relief
  • Business assets and the conditions governing exemptions and reliefs
  • Furnished and short-term letting and the qualification of the activity carried on

3Succession and Securing the Advice

Anticipating a challenge

  • Gifts, family business transfers and share retention undertakings
  • Usufruct and bare ownership arrangements and the boundary with anti-abuse principles
  • Insurance-based solutions, wills and their interaction with succession rules
  • Engagement letter and traceability of the recommendations issued

Who is it for

Wealth advisers, private bankers, family office professionals, accountants, legal advisers and heads of wealth structuring.

Prerequisites

Practise wealth advisory work and be familiar with the taxation of income and assets in a cross-border context.

Dates & locations

36 scheduled dates between November 2026 and December 2027. Seats are confirmed in the order enquiries are received.

November 2026

December 2026

January 2027

February 2027

March 2027

April 2027

May 2027

June 2027

September 2027

October 2027

November 2027

December 2027

None of these dates suit you? We open additional sessions on request, and any programme can be run privately for your team.

Practical details

Before the programme
Online positioning questionnaire. Your development objectives are shared with the trainer, who tailors the practical case studies to your context.
Teaching methods
Theoretical input, workshops and practical case studies. Digital course materials and method sheets provided.
Assessment
Multiple-choice tests and role-play exercises. Assessment of learning at the start and end of the programme, with immediate and 60-day follow-up evaluations.
After the programme
One year of access to the e-learning platform. Self-assessment of the skills acquired and a 30-day follow-up session with your trainer.
How to register
Registration online or on the basis of a quotation.
Lead time
11 working days after confirmation of registration.
Accessibility
Accessible to people of determination. Contact our accessibility coordinator to design a suitable solution: contact@mpf-academy.ae
Start dates
Rolling intake: in addition to the scheduled sessions, this programme can start on request.