Start a conversation ↗

Description

Wealth Taxation Update: Interpreting Reforms, Advising Clients and Arbitrating

Refresh your wealth advisory reflexes in light of the latest tax and regulatory developments

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

Wealth advisory leaves little room for approximation: a change affecting succession arrangements, capital income or real estate holding can reshape strategies committed to for several years. Clients follow the financial press and question their adviser on regimes that are often poorly understood, which makes it essential to state quickly what has genuinely changed.

Two hours to review the tax and regulatory developments affecting private wealth in the UAE and across the clients' cross-border footprint, and their consequences for advisory work. This short format is geared towards wealth arbitrage decisions, unlike an update session dedicated to corporate taxation.

Learning objectives

  • Identify the tax and regulatory developments affecting private wealth
  • Assess their effects on holding and succession strategies
  • Review existing structures in light of the new rules
  • Deliver clear advice in response to client questions
  • Record the arbitrage decisions proposed in the client file

What makes this programme different

Developments translated directly into consequences for the client
Review of real client situations brought by participants
Practical reference points for answering questions raised in meetings

Programme

1What is changing for private wealth

Sorting fact from announcement

  • Capital income and the taxation of savings
  • Real estate and holding through corporate vehicles
  • Transfers during lifetime and on succession
  • Regimes amended or withdrawn

2Effects on existing strategies

Revisiting live client files

  • Review of existing holding structures
  • Arbitrage between direct and indirect holding
  • Timing of transactions to anticipate
  • Recharacterisation risks to monitor

3Advising and documenting

Maintaining the dialogue with the client

  • Clear explanation of the developments to the client
  • Comparative presentation of several options
  • Traceability of the advice delivered
  • Points to revisit at the next meeting

Who is it for

Wealth managers and private bankers, as well as legal advisers and practitioners working with private clients.

Prerequisites

Working in a wealth or tax advisory capacity with private clients.

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.