Account Segregation for Remittance Basis Clients

This course has been designed to give you, client relationship managers and bankers, the knowledge of how to correctly segregate the funds of UK tax resident but not UK domiciled clients. These clients’ funds need to be handled very carefully and in consideration of UK tax consequences. Correctly managed funds will result in UK tax efficiency for the client. 

During the lessons, you will cover the concept of domicile and the remittance basis. The course has been split up into a series of lessons which each provide a key concept or issue which must be considered in the course of account segregation.