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Description

Personal Income Taxation: Mastering Income Categories, Computation and Compliance

Update your personal income taxation practice and improve the reliability of private client filings

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

Personal income taxation rules evolve every year on points of detail that nonetheless change the final outcome. A client who sells securities, receives rental income, runs an independent activity and holds investments abroad triggers several tax regimes at once, and errors are often discovered during a review rather than at filing stage.

This one-day programme is designed for practitioners who already prepare or review filings. Seven hours cover the determination of taxable income category by category, the computation of the tax and its adjustments, special regimes, and finally how to secure the positions taken when facing a tax authority.

Learning objectives

  • Determine the tax household and the gross aggregate income to be taken into account
  • Handle each income category according to its own rules
  • Weigh flat-rate taxation against progressive scale taxation for investment income
  • Compute the tax due including household allowances and applicable adjustments
  • Select the reliefs and tax credits suited to the client's situation
  • Secure filing positions and prepare responses to requests from tax authorities

What makes this programme different

A complex filing is worked through item by item from the first income line to the final amount
Choices between flat-rate and scale taxation are quantified on real client cases
Current-year developments are reviewed with their practical impact on live files

Programme

1Tax household and income categories

Rebuilding taxable income

  • Composition of the tax household and treatment of dependent children
  • Salaries, wages and pensions and available deduction options
  • Rental income: applicable regimes and treatment of losses
  • Business and professional income from independent activities
  • Investment income and capital gains on the disposal of securities

2Tax computation and relief mechanisms

From taxable income to the amount due

  • Household allowances and capping mechanisms
  • Progressive scale and adjustments applicable to the computation
  • Choosing between flat-rate taxation and the progressive scale
  • The most frequently used reliefs and tax credits
  • Withholding at source and annual reconciliation

3Special situations and securing positions

Handling sensitive files without taking risks

  • Change in family circumstances during the year
  • International mobility and tax residency, including residency certificates
  • Income and accounts held abroad and automatic exchange of information
  • Review of filings and requests for information
  • Voluntary correction and formal claims procedures

Who is it for

Wealth management advisers · accountants · private bankers · client relationship managers and legal advisers dealing with private clients.

Prerequisites

Practical experience of personal taxation or of preparing individual income tax filings.

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.